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Boit C.F. David’s Watsco Inc WSO Stock Holding History

Boit C.F. David’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 		$218K Hold
600
– – 0.1% 83
2025
Q4 		$225K Hold
600
– – 0.1% 83
2025
Q3 		$243K Hold
600
– – 0.11% 81
2025
Q2 		$265K Hold
600
– – 0.13% 81
2025
Q1 		$305K Hold
600
– – 0.15% 76
2024
Q4 		$284K Hold
600
– – 0.12% 80
2024
Q3 		$295K Hold
600
– – 0.15% 78
2024
Q2 		$278K Hold
600
– – 0.14% 77
2024
Q1 		$270K Hold
600
– – 0.15% 75
2023
Q4 		$246K Buy
+600
New +$232K 0.14% 82

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

Boit C.F. David's WSO Position: Q1 2026 in Review

Boit C.F. David held its Watsco Inc (WSO) position steady in Q1 2026 at 600 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #83.

Boit C.F. David first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $305K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Boit C.F. David held 600 shares of Watsco Inc worth $218K as of Q1 2026.
  • Boit C.F. David left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up 0.1% of Boit C.F. David's portfolio in Q1 2026, its #83 holding.
  • Boit C.F. David first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
  • Boit C.F. David's Watsco Inc position peaked at $305K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.