Bartlett & Co Wealth Management’s Watsco Inc WSO Stock Holding History

Bartlett & Co Wealth Management’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	$8.3K	Sell	20 -10	-33%	-$3.88K	﹤0.01%	945
2025 Q4	$10.1K	Buy	30 +10	+50%	+$3.57K	﹤0.01%	921
2025 Q3	$8.09K	Hold	20	–	–	﹤0.01%	944
2025 Q2	$8.83K	Hold	20	–	–	﹤0.01%	931
2025 Q1	$10.2K	Hold	20	–	–	﹤0.01%	908
2024 Q4	$9.48K	Hold	20	–	–	﹤0.01%	913
2024 Q3	$9.84K	Hold	20	–	–	﹤0.01%	915
2024 Q2	$9.27K	Hold	20	–	–	﹤0.01%	926
2024 Q1	$8.64K	Hold	20	–	–	﹤0.01%	924
2023 Q4	$8.58K	Hold	20	–	–	﹤0.01%	1025
2023 Q3	$7.55K	Hold	20	–	–	﹤0.01%	959
2023 Q2	$7.63K	Hold	20	–	–	﹤0.01%	950
2023 Q1	$6.36K	Hold	20	–	–	﹤0.01%	868
2022 Q4	$4.99K	Hold	20	–	–	﹤0.01%	922
2022 Q3	$5.15K	Sell	20 -74	-79%	-$20.1K	﹤0.01%	921
2022 Q2	$22.4K	Buy	+94	New	+$24.7K	﹤0.01%	711
2021 Q4	–	Sell	-6	Closed	-$1.59K	–	898
2021 Q3	$1.59K	Hold	6	–	–	﹤0.01%	893
2021 Q2	$1.72K	Hold	6	–	–	﹤0.01%	875
2021 Q1	$1.56K	Hold	6	–	–	﹤0.01%	916
2020 Q4	$1.36K	Hold	6	–	–	﹤0.01%	988
2020 Q3	$1.4K	Hold	6	–	–	﹤0.01%	798
2020 Q2	$1.07K	Hold	6	–	–	﹤0.01%	813
2020 Q1	$948	Buy	6 +3	+100%	+$507	﹤0.01%	805
2019 Q4	$540	Sell	3 -9	-75%	-$1.58K	﹤0.01%	841
2019 Q3	$2.03K	Hold	12	–	–	﹤0.01%	824
2019 Q2	$1.96K	Buy	+12	New	+$1.89K	﹤0.01%	677

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

Bartlett & Co Wealth Management's WSO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Watsco Inc (WSO) stake by 33% in Q1 2026, selling an estimated $3.88K and leaving 20 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Bartlett & Co Wealth Management first reported a position in WSO in Q2 2019 and has held it in 26 quarters since. The position peaked at $22.4K in Q2 2022. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Bartlett & Co Wealth Management held 20 shares of Watsco Inc worth $8.3K as of Q1 2026.
Bartlett & Co Wealth Management sold 10 Watsco Inc shares in Q1 2026, an estimated $3.88K.
Watsco Inc made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #945 holding.
Bartlett & Co Wealth Management first reported a position in Watsco Inc in Q2 2019 and has held it in 26 quarters since.
Bartlett & Co Wealth Management's Watsco Inc position peaked at $22.4K in Q2 2022.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.