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BOK Financial Private Wealth’s Watsco Inc WSO Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-35
Closed -$11.8K – 516
2025
Q4 		$11.8K Buy
+35
New +$12.5K ﹤0.01% 379
2025
Q1 		– Sell
-2
Closed -$948 – 679
2024
Q4 		$948 Hold
2
– – ﹤0.01% 513
2024
Q3 		$984 Hold
2
– – ﹤0.01% 495
2024
Q2 		$927 Buy
+2
New +$914 ﹤0.01% 448

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

BOK Financial Private Wealth's WSO Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 35 shares — an estimated $11.8K sold.

BOK Financial Private Wealth first reported a position in WSO in Q2 2024 and held it in 4 quarters. The position peaked at $11.8K in Q4 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 35 Watsco Inc shares in Q1 2026, an estimated $11.8K.
  • BOK Financial Private Wealth first reported a position in Watsco Inc in Q2 2024 and held it in 4 quarters.
  • BOK Financial Private Wealth's Watsco Inc position peaked at $11.8K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.