Boyar Asset Management’s Watsco Inc WSO Stock Holding History

Boyar Asset 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	$212K	Buy	+583	New	+$226K	0.12%	75
2024 Q2	–	Sell	-559	Closed	-$241K	–	82
2024 Q1	$241K	Sell	559 -20	-3%	-$8.04K	0.16%	73
2023 Q4	$248K	Sell	579 -7	-1%	-$2.71K	0.19%	70
2023 Q3	$221K	Buy	586 +9	+2%	+$3.25K	0.17%	72
2023 Q2	$220K	Buy	+577	New	+$196K	0.16%	73
2022 Q4	–	Sell	-982	Closed	-$253K	–	84
2022 Q3	$253K	Buy	+982	New	+$266K	0.21%	71

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

Boyar Asset Management's WSO Position: Q1 2026 in Review

Boyar Asset Management opened a new position in Watsco Inc (WSO) in Q1 2026: 583 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #75 among its holdings. This is a return to the name: Boyar Asset Management previously reported a position in WSO as recently as Q1 2024.

Boyar Asset Management first reported a position in WSO in Q3 2022 and has held it in 6 quarters since. The position peaked at $253K in Q3 2022. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Boyar Asset Management held 583 shares of Watsco Inc worth $212K as of Q1 2026.
Watsco Inc was a new Boyar Asset Management position in Q1 2026.
Watsco Inc made up 0.12% of Boyar Asset Management's portfolio in Q1 2026, its #75 holding.
Boyar Asset Management first reported a position in Watsco Inc in Q3 2022 and has held it in 6 quarters since.
Boyar Asset Management's Watsco Inc position peaked at $253K in Q3 2022.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.