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Hilltop Holdings’s Watsco Inc WSO Stock Holding History

Hilltop Holdings’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 		$518K Sell
1,423
-436
-23% -$169K 0.05% 386
2025
Q4 		$626K Buy
1,859
+341
+22% +$122K 0.04% 478
2025
Q3 		$614K Buy
1,518
+329
+28% +$141K 0.03% 506
2025
Q2 		$525K Sell
1,189
-93
-7% -$43.1K 0.03% 502
2025
Q1 		$652K Buy
1,282
+137
+12% +$67.5K 0.04% 429
2024
Q4 		$543K Sell
1,145
-88
-7% -$44.6K 0.03% 475
2024
Q3 		$606K Buy
1,233
+56
+5% +$26.9K 0.04% 436
2024
Q2 		$545K Sell
1,177
-1,568
-57% -$717K 0.06% 342
2024
Q1 		$1.19M Sell
2,745
-163
-6% -$65.5K 0.12% 200
2023
Q4 		$1.25M Buy
2,908
+17
+0.6% +$6.59K 0.14% 183
2023
Q3 		$1.09M Buy
2,891
+430
+17% +$155K 0.13% 194
2023
Q2 		$939K Sell
2,461
-339
-12% -$115K 0.11% 204
2023
Q1 		$891K Buy
2,800
+253
+10% +$74.3K 0.12% 184
2022
Q4 		$635K Buy
2,547
+402
+19% +$106K 0.08% 232
2022
Q3 		$552K Sell
2,145
-248
-10% -$67.2K 0.07% 246
2022
Q2 		$571K Buy
2,393
+684
+40% +$180K 0.08% 244
2022
Q1 		$520K Buy
1,709
+36
+2% +$10.3K 0.06% 300
2021
Q4 		$523K Buy
1,673
+260
+18% +$77K 0.05% 334
2021
Q3 		$374K Buy
1,413
+481
+52% +$135K 0.04% 406
2021
Q2 		$268K Buy
932
+75
+9% +$21.5K 0.03% 490
2021
Q1 		$224K Buy
+857
New +$211K 0.03% 482
2014
Q1 		– Sell
-2,773
Closed -$266K – 244
2013
Q4 		$266K Sell
2,773
-1,596
-37% -$152K 0.14% 185
2013
Q3 		$412K Sell
4,369
-59
-1% -$5.4K 0.24% 104
2013
Q2 		$372K Buy
+4,428
New +$374K 0.25% 100

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

Hilltop Holdings's WSO Position: Q1 2026 in Review

Hilltop Holdings reduced its Watsco Inc (WSO) stake by 23% in Q1 2026, selling an estimated $169K and leaving 1,423 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #386.

Hilltop Holdings first reported a position in WSO in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.25M in Q4 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Hilltop Holdings held 1,423 shares of Watsco Inc worth $518K as of Q1 2026.
  • Hilltop Holdings sold 436 Watsco Inc shares in Q1 2026, an estimated $169K.
  • Watsco Inc made up 0.05% of Hilltop Holdings's portfolio in Q1 2026, its #386 holding.
  • Hilltop Holdings first reported a position in Watsco Inc in Q2 2013 and has held it in 24 quarters since.
  • Hilltop Holdings's Watsco Inc position peaked at $1.25M in Q4 2023.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.