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Everence Capital Management’s Watsco Inc WSO Stock Holding History

Everence Capital 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 		$209K Sell
574
-696
-55% -$270K 0.01% 740
2025
Q4 		$428K Hold
1,270
– – 0.03% 445
2025
Q3 		$513K Hold
1,270
– – 0.03% 384
2025
Q2 		$561K Buy
1,270
+330
+35% +$153K 0.04% 340
2025
Q1 		$478K Hold
940
– – 0.03% 382
2024
Q4 		$445K Buy
+940
New +$476K 0.03% 412

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

Everence Capital Management's WSO Position: Q1 2026 in Review

Everence Capital Management reduced its Watsco Inc (WSO) stake by 55% in Q1 2026, selling an estimated $270K and leaving 574 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #740.

Everence Capital Management first reported a position in WSO in Q4 2024 and has held it in 6 quarters since. The position peaked at $561K in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Everence Capital Management held 574 shares of Watsco Inc worth $209K as of Q1 2026.
  • Everence Capital Management sold 696 Watsco Inc shares in Q1 2026, an estimated $270K.
  • Watsco Inc made up 0.01% of Everence Capital Management's portfolio in Q1 2026, its #740 holding.
  • Everence Capital Management first reported a position in Watsco Inc in Q4 2024 and has held it in 6 quarters since.
  • Everence Capital Management's Watsco Inc position peaked at $561K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.