FORA Capital’s Watsco Inc WSO Stock Holding History

FORA Capital’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	-1,584	Closed	-$534K	–	614
2025 Q4	$534K	Sell	1,584 -2,272	-59%	-$811K	0.06%	288
2025 Q3	$1.56M	Sell	3,856 -1,029	-21%	-$440K	0.28%	91
2025 Q2	$2.16M	Buy	+4,885	New	+$2.27M	0.24%	108
2025 Q1	–	Sell	-3,170	Closed	-$1.5M	–	659
2024 Q4	$1.5M	Buy	+3,170	New	+$1.61M	0.17%	168
2024 Q3	–	Sell	-3,093	Closed	-$1.43M	–	600
2024 Q2	$1.43M	Buy	+3,093	New	+$1.41M	0.17%	177
2023 Q4	–	Sell	-1,037	Closed	-$392K	–	664
2023 Q3	$392K	Buy	+1,037	New	+$375K	0.03%	364
2022 Q3	–	Sell	-2,177	Closed	-$520K	–	604
2022 Q2	$520K	Buy	+2,177	New	+$573K	0.1%	241
2021 Q3	–	Sell	-418	Closed	-$120K	–	891
2021 Q2	$120K	Buy	418 +115	+38%	+$32.9K	0.02%	560
2021 Q1	$79K	Buy	+303	New	+$74.7K	0.03%	456
2020 Q4	–	Sell	-927	Closed	-$216K	–	1163
2020 Q3	$216K	Buy	927 +12	+1%	+$2.7K	0.14%	162
2020 Q2	$163K	Buy	915 +337	+58%	+$55.8K	0.06%	394
2020 Q1	$91K	Buy	+578	New	+$97.6K	0.02%	633

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

FORA Capital's WSO Position: Q1 2026 in Review

FORA Capital sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 1,584 shares — an estimated $534K sold.

FORA Capital first reported a position in WSO in Q1 2020 and held it in 12 quarters. The position peaked at $2.16M in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

FORA Capital reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 1,584 Watsco Inc shares in Q1 2026, an estimated $534K.
FORA Capital first reported a position in Watsco Inc in Q1 2020 and held it in 12 quarters.
FORA Capital's Watsco Inc position peaked at $2.16M in Q2 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.