Barclays
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Barclays’s Watsco Inc WSO Stock Holding History

Barclays’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
2024
Q2 		– Sell
-8,000
Closed -$3.46M – 5350
2024
Q1 		$3.46M Buy
+8,000
New +$3.21M ﹤0.01% 2107
2020
Q2 		– Sell
-5,900
Closed -$932K – 6330
2020
Q1 		$932K Buy
5,900
+1,700
+40% +$287K ﹤0.01% 3023
2019
Q4 		$757K Buy
4,200
+3,800
+950% +$668K ﹤0.01% 3920
2019
Q3 		$68K Buy
400
+100
+33% +$16.2K ﹤0.01% 5743
2019
Q2 		$49K Sell
300
-1,400
-82% -$220K ﹤0.01% 6110
2019
Q1 		$243K Buy
1,700
+1,300
+325% +$187K ﹤0.01% 4684
2018
Q4 		$56K Buy
+400
New +$61K ﹤0.01% 5416
2018
Q3 		– Sell
-1,000
Closed -$178K – 7430
2018
Q2 		$178K Sell
1,000
-100
-9% -$18.2K ﹤0.01% 4822
2018
Q1 		$199K Buy
+1,100
New +$191K ﹤0.01% 4839
2017
Q4 		– Sell
-600
Closed -$97K – 7155
2017
Q3 		$97K Sell
600
-8,600
-93% -$1.3M ﹤0.01% 4964
2017
Q2 		$1.42M Buy
9,200
+6,000
+188% +$857K ﹤0.01% 2566
2017
Q1 		$458K Buy
3,200
+100
+3% +$15K ﹤0.01% 3486
2016
Q4 		$459K Buy
3,100
+3,000
+3,000% +$435K ﹤0.01% 3451
2016
Q3 		$14K Sell
100
-600
-86% -$86K ﹤0.01% 5649
2016
Q2 		$98K Sell
700
-600
-46% -$80.5K ﹤0.01% 4419
2016
Q1 		$174K Buy
1,300
+700
+117% +$84.9K ﹤0.01% 3940
2015
Q4 		$70K Buy
600
+500
+500% +$61.6K ﹤0.01% 4615
2015
Q3 		$12K Buy
+100
New +$12.5K ﹤0.01% 5718
2014
Q4 		– Sell
-4,400
Closed -$378K – 7646
2014
Q3 		$378K Buy
+4,400
New +$407K ﹤0.01% 4208
2014
Q2 		– Sell
-300
Closed -$30K – 7834
2014
Q1 		$30K Buy
300
+200
+200% +$19.3K ﹤0.01% 6375
2013
Q4 		$10K Sell
100
-300
-75% -$28.5K ﹤0.01% 7008
2013
Q3 		$38K Sell
400
-900
-69% -$82.4K ﹤0.01% 6215
2013
Q2 		$109K Buy
+1,300
New +$110K ﹤0.01% 5722

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Barclays's WSO Position: Q1 2026 in Review

Barclays reduced its Watsco Inc (WSO) stake by 34% in Q1 2026, selling an estimated $6.98M and leaving 34,270 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Barclays first reported a position in WSO in Q2 2013 and has held it in 52 quarters since. The position peaked at $213M in Q2 2024. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Barclays held 34,270 shares of Watsco Inc worth $12.5M as of Q1 2026.
  • Barclays sold 18,015 Watsco Inc shares in Q1 2026, an estimated $6.98M.
  • Watsco Inc made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #1334 holding.
  • Barclays first reported a position in Watsco Inc in Q2 2013 and has held it in 52 quarters since.
  • Barclays's Watsco Inc position peaked at $213M in Q2 2024.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.