Evermay Wealth Management’s Watsco Inc WSO Stock Holding History

Evermay Wealth 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	–	Sell	-295	Closed	-$99.4K	–	620
2025 Q4	$99.4K	Hold	295	–	–	0.01%	258
2025 Q3	$119K	Hold	295	–	–	0.01%	244
2025 Q2	$130K	Hold	295	–	–	0.02%	239
2025 Q1	$150K	Hold	295	–	–	0.02%	220
2024 Q4	$140K	Hold	295	–	–	0.02%	223
2024 Q3	$145K	Sell	295 -10	-3%	-$4.81K	0.02%	229
2024 Q2	$141K	Hold	305	–	–	0.02%	229
2024 Q1	$132K	Hold	305	–	–	0.02%	244
2023 Q4	$131K	Hold	305	–	–	0.02%	219
2023 Q3	$115K	Hold	305	–	–	0.02%	220
2023 Q2	$116K	Hold	305	–	–	0.02%	226
2023 Q1	$97K	Sell	305 -10	-3%	-$2.94K	0.02%	240
2022 Q4	$78.6K	Sell	315 -38	-11%	-$9.99K	0.02%	249
2022 Q3	$91K	Buy	+353	New	+$95.7K	0.02%	227
2022 Q2	–	Sell	-30	Closed	-$9K	–	570
2022 Q1	$9K	Buy	+30	New	+$8.56K	﹤0.01%	430

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

Evermay Wealth Management's WSO Position: Q1 2026 in Review

Evermay Wealth Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 295 shares — an estimated $99.4K sold.

Evermay Wealth Management first reported a position in WSO in Q1 2022 and held it in 15 quarters. The position peaked at $150K in Q1 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Evermay Wealth Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Evermay Wealth Management sold 295 Watsco Inc shares in Q1 2026, an estimated $99.4K.
Evermay Wealth Management first reported a position in Watsco Inc in Q1 2022 and held it in 15 quarters.
Evermay Wealth Management's Watsco Inc position peaked at $150K in Q1 2025.
768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.