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Hantz Financial Services’s Watsco Inc WSO Stock Holding History

Hantz Financial Services’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 		$567K Buy
1,558
+796
+104% +$308K 0.01% 618
2025
Q4 		$257K Buy
762
+553
+265% +$197K ﹤0.01% 773
2025
Q3 		$84K Buy
209
+97
+87% +$41.5K ﹤0.01% 1031
2025
Q2 		$49K Buy
112
+104
+1,300% +$48.2K ﹤0.01% 972
2025
Q1 		$4K Buy
+8
New +$3.94K ﹤0.01% 1249

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

Hantz Financial Services's WSO Position: Q1 2026 in Review

Hantz Financial Services increased its Watsco Inc (WSO) stake by 104% in Q1 2026, buying an estimated $308K and bringing the position to 1,558 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #618.

Hantz Financial Services first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Hantz Financial Services held 1,558 shares of Watsco Inc worth $567K as of Q1 2026.
  • Hantz Financial Services bought 796 Watsco Inc shares in Q1 2026, an estimated $308K.
  • Watsco Inc made up 0.01% of Hantz Financial Services's portfolio in Q1 2026, its #618 holding.
  • Hantz Financial Services first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.