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
2020
Q2 		– Sell
-500
Closed -$79K – 6331
2020
Q1 		$79K Buy
500
+300
+150% +$50.7K ﹤0.01% 4952
2019
Q4 		$36K Buy
+200
New +$35.2K ﹤0.01% 5841
2019
Q2 		– Sell
-100
Closed -$14K – 7320
2019
Q1 		$14K Hold
100
– – ﹤0.01% 6468
2018
Q4 		$14K Sell
100
-4,300
-98% -$655K ﹤0.01% 6059
2018
Q3 		$784K Sell
4,400
-1,000
-19% -$177K ﹤0.01% 3871
2018
Q2 		$963K Buy
5,400
+100
+2% +$18.2K ﹤0.01% 3337
2018
Q1 		$959K Buy
+5,300
New +$919K ﹤0.01% 3272
2017
Q3 		– Sell
-3,700
Closed -$571K – 7074
2017
Q2 		$571K Buy
3,700
+2,700
+270% +$386K ﹤0.01% 3388
2017
Q1 		$143K Buy
+1,000
New +$150K ﹤0.01% 4609
2016
Q4 		– Sell
-1,000
Closed -$141K – 6866
2016
Q3 		$141K Buy
+1,000
New +$143K ﹤0.01% 4258
2015
Q3 		– Sell
-1,000
Closed -$123K – 7087
2015
Q2 		$123K Sell
1,000
-2,400
-71% -$299K ﹤0.01% 4522
2015
Q1 		$425K Sell
3,400
-1,700
-33% -$195K ﹤0.01% 3749
2014
Q4 		$546K Sell
5,100
-3,000
-37% -$298K ﹤0.01% 3785
2014
Q3 		$697K Buy
8,100
+3,900
+93% +$361K ﹤0.01% 3662
2014
Q2 		$428K Buy
4,200
+3,600
+600% +$364K ﹤0.01% 4142
2014
Q1 		$59K Buy
+600
New +$57.9K ﹤0.01% 5869
2013
Q4 		– Sell
-3,800
Closed -$357K – 7712
2013
Q3 		$357K Buy
3,800
+3,600
+1,800% +$330K ﹤0.01% 4460
2013
Q2 		$17K Buy
+200
New +$16.9K ﹤0.01% 6915

Other funds holding WSO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Barclays's WSO Position: Q3 2026 in Review

Barclays increased its Watsco Inc (WSO) stake by 196% in Q3 2026, buying an estimated $25.7M and bringing the position to 116,044 shares worth $35.1M. The position accounts for 0.01% of the portfolio, ranked #945.

Barclays first reported a position in WSO in Q2 2013 and has held it in 54 quarters since. The position peaked at $213M in Q2 2024. 638 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Barclays held 116,044 shares of Watsco Inc worth $35.1M as of Q3 2026.
  • Barclays bought 76,801 Watsco Inc shares in Q3 2026, an estimated $25.7M.
  • Watsco Inc made up 0.01% of Barclays's portfolio in Q3 2026, its #945 holding.
  • Barclays first reported a position in Watsco Inc in Q2 2013 and has held it in 54 quarters since.
  • Barclays's Watsco Inc position peaked at $213M in Q2 2024.
  • 638 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.