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Curat Global’s Watsco Inc WSO Stock Holding History

Curat Global’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 		$58.2K Hold
160
– – 0.06% 163
2025
Q4 		$53.9K Sell
160
-300
-65% -$107K 0.06% 165
2025
Q3 		$186K Hold
460
– – 0.17% 100
2025
Q2 		$203K Hold
460
– – 0.19% 97
2025
Q1 		$234K Buy
+460
New +$227K 0.28% 93

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

Curat Global's WSO Position: Q1 2026 in Review

Curat Global held its Watsco Inc (WSO) position steady in Q1 2026 at 160 shares worth $58.2K. The position accounts for 0.06% of the portfolio, ranked #163.

Curat Global first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. The position peaked at $234K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Curat Global held 160 shares of Watsco Inc worth $58.2K as of Q1 2026.
  • Curat Global left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up 0.06% of Curat Global's portfolio in Q1 2026, its #163 holding.
  • Curat Global first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • Curat Global's Watsco Inc position peaked at $234K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.