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Cynosure Group’s Watsco Inc WSO Stock Holding History

Cynosure Group’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 		– Sell
-2,632
Closed -$887K – 475
2025
Q4 		$887K Buy
2,632
+1,818
+223% +$649K 0.09% 74
2025
Q3 		$329K Hold
814
– – 0.04% 331
2025
Q2 		$359K Buy
814
+82
+11% +$38K 0.04% 342
2025
Q1 		$372K Buy
732
+101
+16% +$49.8K 0.05% 188
2024
Q4 		$299K Sell
631
-229
-27% -$116K 0.04% 247
2024
Q3 		$423K Buy
860
+41
+5% +$19.7K 0.06% 189
2024
Q2 		$379K Buy
819
+2
+0.2% +$914 0.06% 254
2024
Q1 		$353K Sell
817
-7,920
-91% -$3.18M 0.06% 164
2023
Q4 		$3.75M Sell
8,737
-198
-2% -$76.7K 0.67% 35
2023
Q3 		$3.38M Sell
8,935
-13,027
-59% -$4.71M 1.04% 29
2023
Q2 		$8.38M Sell
21,962
-4,954
-18% -$1.68M 2.52% 10
2023
Q1 		$8.56M Sell
26,916
-9,610
-26% -$2.82M 12.94% 2
2022
Q4 		$9.11M Sell
36,526
-1,210
-3% -$318K 9.45% 2
2022
Q3 		$9.72M Buy
37,736
+329
+0.9% +$89.2K 10.4% 2
2022
Q2 		$8.93M Buy
37,407
+87
+0.2% +$22.9K 8.77% 2
2022
Q1 		$11.4M Sell
37,320
-4,382
-11% -$1.25M 9.16% 2
2021
Q4 		$13M Sell
41,702
-3,032
-7% -$898K 9.84% 2
2021
Q3 		$11.8M Sell
44,734
-262
-0.6% -$73.5K 9.14% 2
2021
Q2 		$12.9M Sell
44,996
-1,463
-3% -$419K 10.01% 2
2021
Q1 		$12.1M Sell
46,459
-78
-0.2% -$19.2K 9.5% 3
2020
Q4 		$10.5M Sell
46,537
-244
-0.5% -$56.1K 8.96% 3
2020
Q3 		$10.9M Sell
46,781
-81
-0.2% -$18.2K 11.39% 3
2020
Q2 		$8.33M Hold
46,862
– – 9.79% 4
2020
Q1 		$7.41M Buy
+46,862
New +$7.91M 5.3% 5

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

Cynosure Group's WSO Position: Q1 2026 in Review

Cynosure Group sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 2,632 shares — an estimated $887K sold.

Cynosure Group first reported a position in WSO in Q1 2020 and held it in 24 quarters. The position peaked at $13M in Q4 2021. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Cynosure Group reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 2,632 Watsco Inc shares in Q1 2026, an estimated $887K.
  • Cynosure Group first reported a position in Watsco Inc in Q1 2020 and held it in 24 quarters.
  • Cynosure Group's Watsco Inc position peaked at $13M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.