AXQ Capital’s Watsco Inc WSO Stock Holding History

AXQ Capital’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-632	Closed	-$213K	–	1290
2025 Q4	$213K	Buy	+632	New	+$226K	0.05%	553
2024 Q4	–	Sell	-1,040	Closed	-$512K	–	644
2024 Q3	$512K	Buy	+1,040	New	+$500K	0.15%	255
2023 Q2	–	Sell	-1,046	Closed	-$333K	–	600
2023 Q1	$333K	Buy	+1,046	New	+$307K	0.13%	275

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AXQ Capital's WSO Position: Q1 2026 in Review

AXQ Capital sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 632 shares — an estimated $213K sold.

AXQ Capital first reported a position in WSO in Q1 2023 and held it in 3 quarters. The position peaked at $512K in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

AXQ Capital reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
AXQ Capital sold 632 Watsco Inc shares in Q1 2026, an estimated $213K.
AXQ Capital first reported a position in Watsco Inc in Q1 2023 and held it in 3 quarters.
AXQ Capital's Watsco Inc position peaked at $512K in Q3 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.