Capital Investment Advisory Services’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
Other funds holding WSO
VPM
VCM
Capital Investment Advisory Services's WSO Position: Q1 2026 in Review
Capital Investment Advisory Services increased its Watsco Inc (WSO) stake by 0.03% in Q1 2026, buying an estimated $387 and bringing the position to 3,736 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #209.
Capital Investment Advisory Services first reported a position in WSO in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.9M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Capital Investment Advisory Services held 3,736 shares of Watsco Inc worth $1.36M as of Q1 2026.
- Capital Investment Advisory Services bought 1 Watsco Inc share in Q1 2026, an estimated $387.
- Watsco Inc made up 0.1% of Capital Investment Advisory Services's portfolio in Q1 2026, its #209 holding.
- Capital Investment Advisory Services first reported a position in Watsco Inc in Q4 2018 and has held it in 27 quarters since.
- Capital Investment Advisory Services's Watsco Inc position peaked at $1.9M in Q1 2025.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.