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Capital Group Private Client Services’s Watsco Inc WSO Stock Holding History

Capital Group Private Client Services’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 		– Sell
-684
Closed -$230K – 295
2025
Q4 		$230K Sell
684
-462
-40% -$165K ﹤0.01% 279
2025
Q3 		$463K Buy
+1,146
New +$490K 0.01% 255

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Group Private Client Services's WSO Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 684 shares — an estimated $230K sold.

Capital Group Private Client Services first reported a position in WSO in Q3 2025 and held it in 2 quarters. The position peaked at $463K in Q3 2025. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Capital Group Private Client Services reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 684 Watsco Inc shares in Q1 2026, an estimated $230K.
  • Capital Group Private Client Services first reported a position in Watsco Inc in Q3 2025 and held it in 2 quarters.
  • Capital Group Private Client Services's Watsco Inc position peaked at $463K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.