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 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

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. 767 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.
767 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.