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Caxton Associates (UK)’s Watsco Inc WSO Stock Holding History

Caxton Associates (UK)’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 		$1.02M Buy
2,810
+404
+17% +$157K 0.02% 366
2025
Q4 		$811K Buy
+2,406
New +$859K 0.02% 400
2025
Q3 		– Sell
-1,616
Closed -$714K – 953
2025
Q2 		$714K Buy
+1,616
New +$750K 0.02% 364

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

Caxton Associates (UK)'s WSO Position: Q1 2026 in Review

Caxton Associates (UK) increased its Watsco Inc (WSO) stake by 17% in Q1 2026, buying an estimated $157K and bringing the position to 2,810 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #366.

Caxton Associates (UK) first reported a position in WSO in Q2 2025 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Caxton Associates (UK) held 2,810 shares of Watsco Inc worth $1.02M as of Q1 2026.
  • Caxton Associates (UK) bought 404 Watsco Inc shares in Q1 2026, an estimated $157K.
  • Watsco Inc made up 0.02% of Caxton Associates (UK)'s portfolio in Q1 2026, its #366 holding.
  • Caxton Associates (UK) first reported a position in Watsco Inc in Q2 2025 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Caxton Associates (UK)'s 13F filing for Q1 2026, filed 14 May 2026.