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B. Metzler seel. Sohn & Co’s Watsco Inc WSO Stock Holding History

B. Metzler seel. Sohn & Co’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 		$268K Hold
736
– – ﹤0.01% 697
2025
Q4 		$248K Hold
736
– – ﹤0.01% 709
2025
Q3 		$298K Sell
736
-20,164
-96% -$8.62M ﹤0.01% 698
2025
Q2 		$9.23M Buy
20,900
+1,950
+10% +$905K 0.09% 115
2025
Q1 		$9.63M Buy
18,950
+617
+3% +$304K 0.1% 108
2024
Q4 		$8.69M Sell
18,333
-3,390
-16% -$1.72M 0.09% 107
2024
Q3 		$10.7M Buy
21,723
+250
+1% +$120K 0.11% 110
2024
Q2 		$9.95M Buy
21,473
+38
+0.2% +$17.4K 0.1% 105
2024
Q1 		$9.26M Buy
21,435
+4,000
+23% +$1.61M 0.1% 110
2023
Q4 		$7.47M Buy
17,435
+400
+2% +$155K 0.1% 124
2023
Q3 		$6.43M Buy
17,035
+1,925
+13% +$696K 0.1% 130
2023
Q2 		$5.76M Buy
15,110
+310
+2% +$105K 0.08% 175
2023
Q1 		$4.71M Sell
14,800
-4,800
-24% -$1.41M 0.07% 166
2022
Q4 		$4.89M Buy
19,600
+950
+5% +$250K 0.08% 159
2022
Q3 		$4.8M Sell
18,650
-450
-2% -$122K 0.09% 158
2022
Q2 		$4.56M Sell
19,100
-1,250
-6% -$329K 0.07% 175
2022
Q1 		$6.2M Buy
20,350
+3,350
+20% +$955K 0.08% 157
2021
Q4 		$5.25M Sell
17,000
-1,650
-9% -$489K 0.07% 180
2021
Q3 		$4.93M Buy
18,650
+15,750
+543% +$4.42M 0.07% 164
2021
Q2 		$831K Buy
2,900
+900
+45% +$258K 0.01% 471
2021
Q1 		$521K Buy
+2,000
New +$493K 0.01% 545

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

B. Metzler seel. Sohn & Co's WSO Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co held its Watsco Inc (WSO) position steady in Q1 2026 at 736 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

B. Metzler seel. Sohn & Co first reported a position in WSO in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.7M in Q3 2024. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 736 shares of Watsco Inc worth $268K as of Q1 2026.
  • B. Metzler seel. Sohn & Co left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #697 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Watsco Inc in Q1 2021 and has held it in 21 quarters since.
  • B. Metzler seel. Sohn & Co's Watsco Inc position peaked at $10.7M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.