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Harbour Investments’s Watsco Inc WSO Stock Holding History

Harbour Investments’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 		$53.2K Buy
146
+119
+441% +$46.1K ﹤0.01% 2313
2025
Q4 		$9.1K Sell
27
-42
-61% -$15K ﹤0.01% 2785
2025
Q3 		$27.9K Buy
69
+14
+25% +$5.99K ﹤0.01% 2183
2025
Q2 		$24.3K Sell
55
-13
-19% -$6.03K ﹤0.01% 2151
2025
Q1 		$34.6K Buy
68
+16
+31% +$7.89K ﹤0.01% 1941
2024
Q4 		$24.6K Sell
52
-1
-2% -$506 ﹤0.01% 2031
2024
Q3 		$26.1K Sell
53
-41
-44% -$19.7K ﹤0.01% 1935
2024
Q2 		$43.5K Sell
94
-4
-4% -$1.83K ﹤0.01% 1626
2024
Q1 		$42.3K Hold
98
– – ﹤0.01% 1608
2023
Q4 		$42K Buy
98
+13
+15% +$5.04K ﹤0.01% 1539
2023
Q3 		$32.1K Sell
85
-3
-3% -$1.08K ﹤0.01% 1541
2023
Q2 		$33.6K Sell
88
-50
-36% -$17K ﹤0.01% 1536
2023
Q1 		$43.9K Buy
138
+49
+55% +$14.4K ﹤0.01% 1412
2022
Q4 		$22.2K Hold
89
– – ﹤0.01% 1631
2022
Q3 		$21K Hold
89
– – ﹤0.01% 1633
2022
Q2 		$21K Buy
+89
New +$23.4K ﹤0.01% 1633
2021
Q4 		$25K Sell
80
-163
-67% -$48.3K ﹤0.01% 1575
2021
Q3 		$64K Sell
243
-173
-42% -$48.5K ﹤0.01% 1624
2021
Q2 		$119K Buy
416
+46
+12% +$13.2K ﹤0.01% 1317
2021
Q1 		$97K Buy
+370
New +$91.2K ﹤0.01% 1317

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

Harbour Investments's WSO Position: Q1 2026 in Review

Harbour Investments increased its Watsco Inc (WSO) stake by 441% in Q1 2026, buying an estimated $46.1K and bringing the position to 146 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Harbour Investments first reported a position in WSO in Q1 2021 and has held it in 20 quarters since. The position peaked at $119K in Q2 2021. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Harbour Investments held 146 shares of Watsco Inc worth $53.2K as of Q1 2026.
  • Harbour Investments bought 119 Watsco Inc shares in Q1 2026, an estimated $46.1K.
  • Watsco Inc made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2313 holding.
  • Harbour Investments first reported a position in Watsco Inc in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Watsco Inc position peaked at $119K in Q2 2021.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.