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Guardian Partners’s Watsco Inc WSO Stock Holding History

Guardian 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 		$258K Buy
708
+22
+3% +$8.52K 0.02% 175
2025
Q4 		$281K Buy
+686
New +$245K 0.02% 186

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

Guardian Partners's WSO Position: Q1 2026 in Review

Guardian Partners increased its Watsco Inc (WSO) stake by 3.2% in Q1 2026, buying an estimated $8.52K and bringing the position to 708 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #175.

Guardian Partners first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. The position peaked at $281K in Q4 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Guardian Partners held 708 shares of Watsco Inc worth $258K as of Q1 2026.
  • Guardian Partners bought 22 Watsco Inc shares in Q1 2026, an estimated $8.52K.
  • Watsco Inc made up 0.02% of Guardian Partners's portfolio in Q1 2026, its #175 holding.
  • Guardian Partners first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
  • Guardian Partners's Watsco Inc position peaked at $281K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.