Choreo LLC’s Watsco Inc WSO Stock Holding History

Choreo LLC’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	$1.55M	Buy	4,247 +704	+20%	+$273K	0.02%	473
2025 Q4	$1.22M	Sell	3,543 -857	-19%	-$306K	0.02%	529
2025 Q3	$1.78M	Buy	4,400 +249	+6%	+$106K	0.02%	404
2025 Q2	$1.83M	Buy	4,151 +311	+8%	+$144K	0.03%	390
2025 Q1	$1.95M	Buy	3,840 +1,547	+67%	+$763K	0.03%	338
2024 Q4	$1.09M	Buy	2,293 +1,229	+116%	+$622K	0.02%	545
2024 Q3	$527K	Buy	1,064 +392	+58%	+$188K	0.01%	873
2024 Q2	$310K	Buy	+672	New	+$307K	0.01%	1083

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

Choreo LLC's WSO Position: Q1 2026 in Review

Choreo LLC increased its Watsco Inc (WSO) stake by 20% in Q1 2026, buying an estimated $273K and bringing the position to 4,247 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #473.

Choreo LLC first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.95M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Choreo LLC held 4,247 shares of Watsco Inc worth $1.55M as of Q1 2026.
Choreo LLC bought 704 Watsco Inc shares in Q1 2026, an estimated $273K.
Watsco Inc made up 0.02% of Choreo LLC's portfolio in Q1 2026, its #473 holding.
Choreo LLC first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's Watsco Inc position peaked at $1.95M in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.