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Boreal Capital Management’s Watsco Inc WSO Stock Holding History

Boreal Capital 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 		$639K Buy
1,756
+243
+16% +$94.2K 0.52% 54
2025
Q4 		$510K Buy
1,513
+189
+14% +$67.5K 0.38% 69
2025
Q3 		$535K Buy
1,324
+224
+20% +$95.8K 0.43% 59
2025
Q2 		$486K Buy
+1,100
New +$510K 0.4% 69

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

Boreal Capital Management's WSO Position: Q1 2026 in Review

Boreal Capital Management increased its Watsco Inc (WSO) stake by 16% in Q1 2026, buying an estimated $94.2K and bringing the position to 1,756 shares worth $639K. The position accounts for 0.52% of the portfolio, ranked #54.

Boreal Capital Management first reported a position in WSO in Q2 2025 and has held it in 4 quarters since. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Boreal Capital Management held 1,756 shares of Watsco Inc worth $639K as of Q1 2026.
  • Boreal Capital Management bought 243 Watsco Inc shares in Q1 2026, an estimated $94.2K.
  • Watsco Inc made up 0.52% of Boreal Capital Management's portfolio in Q1 2026, its #54 holding.
  • Boreal Capital Management first reported a position in Watsco Inc in Q2 2025 and has held it in 4 quarters since.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.