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Boston Family Office’s Watsco Inc WSO Stock Holding History

Boston Family Office’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 		$304K Hold
835
– – 0.02% 272
2025
Q4 		$281K Hold
835
– – 0.02% 268
2025
Q3 		$338K Hold
835
– – 0.02% 238
2025
Q2 		$369K Buy
+835
New +$387K 0.02% 223

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

Boston Family Office's WSO Position: Q1 2026 in Review

Boston Family Office held its Watsco Inc (WSO) position steady in Q1 2026 at 835 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #272.

Boston Family Office first reported a position in WSO in Q2 2025 and has held it in 4 quarters since. The position peaked at $369K in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Boston Family Office held 835 shares of Watsco Inc worth $304K as of Q1 2026.
  • Boston Family Office left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up 0.02% of Boston Family Office's portfolio in Q1 2026, its #272 holding.
  • Boston Family Office first reported a position in Watsco Inc in Q2 2025 and has held it in 4 quarters since.
  • Boston Family Office's Watsco Inc position peaked at $369K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.