Elyxium Wealth’s Watsco Inc WSO Stock Holding History

Elyxium Wealth’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	-62	Closed	-$20.9K	–	1278
2025 Q4	$20.9K	Buy	+62	New	+$22.1K	0.01%	575

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

Elyxium Wealth's WSO Position: Q1 2026 in Review

Elyxium Wealth sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 62 shares — an estimated $20.9K sold.

Elyxium Wealth first reported a position in WSO in Q4 2025 and held it in 1 quarter. The position peaked at $20.9K in Q4 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Elyxium Wealth reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 62 Watsco Inc shares in Q1 2026, an estimated $20.9K.
Elyxium Wealth first reported a position in Watsco Inc in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's Watsco Inc position peaked at $20.9K in Q4 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.