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Callan Family Office’s Watsco Inc WSO Stock Holding History

Callan 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 		$2.34M Buy
6,435
+981
+18% +$380K 0.05% 314
2025
Q4 		$1.84M Buy
5,454
+4,286
+367% +$1.53M 0.04% 373
2025
Q3 		$472K Sell
1,168
-1,138
-49% -$487K 0.02% 553
2025
Q2 		$1.02M Buy
2,306
+1,483
+180% +$688K 0.03% 399
2025
Q1 		$418K Sell
823
-19
-2% -$9.37K 0.03% 365
2024
Q4 		$399K Buy
+842
New +$426K 0.03% 417

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

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

Callan Family Office increased its Watsco Inc (WSO) stake by 18% in Q1 2026, buying an estimated $380K and bringing the position to 6,435 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #314.

Callan Family Office first reported a position in WSO in Q4 2024 and has held it in 6 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Callan Family Office held 6,435 shares of Watsco Inc worth $2.34M as of Q1 2026.
  • Callan Family Office bought 981 Watsco Inc shares in Q1 2026, an estimated $380K.
  • Watsco Inc made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #314 holding.
  • Callan Family Office first reported a position in Watsco Inc in Q4 2024 and has held it in 6 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

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