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Cranbrook Wealth Management’s Watsco Inc WSO Stock Holding History

Cranbrook Wealth Management’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 		$853K Sell
2,345
-46
-2% -$17.8K 0.17% 68
2025
Q4 		$806K Buy
2,391
+507
+27% +$181K 0.16% 70
2025
Q3 		$762K Hold
1,884
– – 0.15% 67
2025
Q2 		$832K Hold
1,884
– – 0.18% 64
2025
Q1 		$958K Sell
1,884
-30
-2% -$14.8K 0.22% 55
2024
Q4 		$907K Hold
1,914
– – 0.21% 57
2024
Q3 		$941K Buy
1,914
+610
+47% +$293K 0.21% 56
2024
Q2 		$604K Buy
+1,304
New +$596K 0.15% 65

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

Cranbrook Wealth Management's WSO Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its Watsco Inc (WSO) stake by 1.9% in Q1 2026, selling an estimated $17.8K and leaving 2,345 shares worth $853K. The position accounts for 0.17% of the portfolio, ranked #68.

Cranbrook Wealth Management first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $958K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Cranbrook Wealth Management held 2,345 shares of Watsco Inc worth $853K as of Q1 2026.
  • Cranbrook Wealth Management sold 46 Watsco Inc shares in Q1 2026, an estimated $17.8K.
  • Watsco Inc made up 0.17% of Cranbrook Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Cranbrook Wealth Management first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
  • Cranbrook Wealth Management's Watsco Inc position peaked at $958K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.