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Heritage Family Offices’s Watsco Inc WSO Stock Holding History

Heritage Family Offices’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 		– Sell
-861
Closed -$290K – 242
2025
Q4 		$290K Sell
861
-160
-16% -$57.1K 0.13% 148
2025
Q3 		$413K Sell
1,021
-65
-6% -$27.8K 0.19% 107
2025
Q2 		$545K Hold
1,086
– – 0.28% 89
2025
Q1 		$552K Buy
1,086
+188
+21% +$92.7K 0.28% 87
2024
Q4 		$425K Sell
898
-60
-6% -$30.4K 0.21% 96
2024
Q3 		$471K Buy
958
+5
+0.5% +$2.4K 0.24% 89
2024
Q2 		$442K Buy
+953
New +$436K 0.25% 85

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Heritage Family Offices's WSO Position: Q1 2026 in Review

Heritage Family Offices sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 861 shares — an estimated $290K sold.

Heritage Family Offices first reported a position in WSO in Q2 2024 and held it in 7 quarters. The position peaked at $552K in Q1 2025. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Heritage Family Offices reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 861 Watsco Inc shares in Q1 2026, an estimated $290K.
  • Heritage Family Offices first reported a position in Watsco Inc in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Watsco Inc position peaked at $552K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.