Dorsey & Whitney Trust’s Watsco Inc WSO Stock Holding History

Dorsey & Whitney Trust’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	$285K	Buy	784 +6	+0.8%	+$2.33K	0.02%	581
2025 Q4	$262K	Sell	778 -11	-1%	-$3.93K	0.01%	600
2025 Q3	$319K	Buy	789 +12	+2%	+$5.13K	0.02%	524
2025 Q2	$343K	Hold	777	–	–	0.02%	511
2025 Q1	$395K	Buy	777 +8	+1%	+$3.94K	0.02%	454
2024 Q4	$364K	Buy	769 +7	+0.9%	+$3.54K	0.02%	466
2024 Q3	$375K	Hold	762	–	–	0.02%	460
2024 Q2	$353K	Sell	762 -23	-3%	-$10.5K	0.02%	420
2024 Q1	$339K	Hold	785	–	–	0.02%	440
2023 Q4	$336K	Buy	785 +5	+0.6%	+$1.94K	0.03%	423
2023 Q3	$295K	Buy	780 +15	+2%	+$5.42K	0.03%	427
2023 Q2	$292K	Buy	765 +9	+1%	+$3.05K	0.02%	449
2023 Q1	$241K	Buy	+756	New	+$222K	0.02%	483
2020 Q4	–	Sell	-859	Closed	-$201K	–	496
2020 Q3	$201K	Buy	+859	New	+$194K	0.03%	393

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

Dorsey & Whitney Trust's WSO Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Watsco Inc (WSO) stake by 0.77% in Q1 2026, buying an estimated $2.33K and bringing the position to 784 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #581.

Dorsey & Whitney Trust first reported a position in WSO in Q3 2020 and has held it in 14 quarters since. The position peaked at $395K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Dorsey & Whitney Trust held 784 shares of Watsco Inc worth $285K as of Q1 2026.
Dorsey & Whitney Trust bought 6 Watsco Inc shares in Q1 2026, an estimated $2.33K.
Watsco Inc made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #581 holding.
Dorsey & Whitney Trust first reported a position in Watsco Inc in Q3 2020 and has held it in 14 quarters since.
Dorsey & Whitney Trust's Watsco Inc position peaked at $395K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.