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Glen Eagle Advisors’s Watsco Inc WSO Stock Holding History

Glen Eagle Advisors’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 		$34.6K Sell
95
-20
-17% -$7.75K ﹤0.01% 496
2025
Q4 		$38.7K Sell
115
-2
-2% -$714 0.01% 490
2025
Q3 		$47.1K Sell
117
-76
-39% -$32.5K 0.01% 464
2025
Q2 		$85.1K Sell
193
-24
-11% -$11.1K 0.01% 333
2025
Q1 		$110K Sell
217
-84
-28% -$41.4K 0.02% 301
2024
Q4 		$143K Sell
301
-49
-14% -$24.8K 0.02% 271
2024
Q3 		$172K Sell
350
-247
-41% -$119K 0.03% 258
2024
Q2 		$277K Buy
597
+255
+75% +$117K 0.05% 203
2024
Q1 		$148K Buy
342
+34
+11% +$13.7K 0.03% 265
2023
Q4 		$132K Buy
308
+98
+47% +$38K 0.03% 263
2023
Q3 		$79.3K Buy
210
+200
+2,000% +$72.3K 0.02% 319
2023
Q2 		$3.81K Buy
+10
New +$3.39K ﹤0.01% 773

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

Glen Eagle Advisors's WSO Position: Q1 2026 in Review

Glen Eagle Advisors reduced its Watsco Inc (WSO) stake by 17% in Q1 2026, selling an estimated $7.75K and leaving 95 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Glen Eagle Advisors first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $277K in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Glen Eagle Advisors held 95 shares of Watsco Inc worth $34.6K as of Q1 2026.
  • Glen Eagle Advisors sold 20 Watsco Inc shares in Q1 2026, an estimated $7.75K.
  • Watsco Inc made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #496 holding.
  • Glen Eagle Advisors first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
  • Glen Eagle Advisors's Watsco Inc position peaked at $277K in Q2 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.