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Brooklyn Investment Group’s Watsco Inc WSO Stock Holding History

Brooklyn Investment Group’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 		$885K Buy
2,433
+1,233
+103% +$478K 0.03% 643
2025
Q4 		$419K Buy
+1,200
New +$428K 0.02% 791
2025
Q3 		– Sell
-288
Closed -$127K – 2719
2025
Q2 		$127K Buy
288
+123
+75% +$57.1K 0.02% 814
2025
Q1 		$83.5K Buy
165
+51
+45% +$25.1K 0.02% 574
2024
Q4 		$53.7K Buy
114
+16
+16% +$8.1K 0.02% 519
2024
Q3 		$48.2K Buy
+98
New +$47.1K 0.02% 485

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Brooklyn Investment Group's WSO Position: Q1 2026 in Review

Brooklyn Investment Group increased its Watsco Inc (WSO) stake by 103% in Q1 2026, buying an estimated $478K and bringing the position to 2,433 shares worth $885K. The position accounts for 0.03% of the portfolio, ranked #643.

Brooklyn Investment Group first reported a position in WSO in Q3 2024 and has held it in 6 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Brooklyn Investment Group held 2,433 shares of Watsco Inc worth $885K as of Q1 2026.
  • Brooklyn Investment Group bought 1,233 Watsco Inc shares in Q1 2026, an estimated $478K.
  • Watsco Inc made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #643 holding.
  • Brooklyn Investment Group first reported a position in Watsco Inc in Q3 2024 and has held it in 6 quarters since.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.