Foster Dykema Cabot & Partners’s Watsco Inc WSO Stock Holding History

Foster Dykema Cabot & Partners’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	$295K	Hold	810	–	–	0.02%	95
2025 Q4	$273K	Hold	810	–	–	0.02%	105
2025 Q3	$327K	Hold	810	–	–	0.02%	104
2025 Q2	$358K	Hold	810	–	–	0.03%	95
2025 Q1	$412K	Sell	810 -75	-8%	-$37K	0.03%	81
2024 Q4	$419K	Buy	885 +785	+785%	+$398K	0.03%	87
2024 Q3	$49.2K	Hold	100	–	–	﹤0.01%	223
2024 Q2	$46.3K	Buy	+100	New	+$45.7K	﹤0.01%	179

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

Foster Dykema Cabot & Partners's WSO Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Watsco Inc (WSO) position steady in Q1 2026 at 810 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #95.

Foster Dykema Cabot & Partners first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $419K in Q4 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Foster Dykema Cabot & Partners held 810 shares of Watsco Inc worth $295K as of Q1 2026.
Foster Dykema Cabot & Partners left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up 0.02% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #95 holding.
Foster Dykema Cabot & Partners first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
Foster Dykema Cabot & Partners's Watsco Inc position peaked at $419K in Q4 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.