HSBC Holdings
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HSBC Holdings’s Watsco Inc WSO Stock Holding History

HSBC 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 		$3.7M Sell
10,180
-301
-3% -$117K ﹤0.01% 1275
2025
Q4 		$3.54M Sell
10,481
-15,676
-60% -$5.6M ﹤0.01% 1345
2025
Q3 		$10.5M Buy
26,157
+12,370
+90% +$5.29M 0.01% 909
2025
Q2 		$6.07M Sell
13,787
-9,811
-42% -$4.55M ﹤0.01% 1067
2025
Q1 		$11.9M Sell
23,598
-8,320
-26% -$4.1M 0.01% 838
2024
Q4 		$15.1M Sell
31,918
-6,855
-18% -$3.47M 0.01% 802
2024
Q3 		$19M Buy
38,773
+1,856
+5% +$892K 0.01% 733
2024
Q2 		$17.1M Sell
36,917
-179
-0.5% -$81.8K 0.01% 722
2024
Q1 		$16M Buy
37,096
+31,145
+523% +$12.5M 0.01% 748
2023
Q4 		$2.55M Sell
5,951
-1,747
-23% -$677K ﹤0.01% 1394
2023
Q3 		$2.91M Buy
7,698
+137
+2% +$49.5K ﹤0.01% 1296
2023
Q2 		$2.88M Sell
7,561
-764
-9% -$259K ﹤0.01% 1285
2023
Q1 		$2.64M Buy
+8,325
New +$2.45M ﹤0.01% 1398
2022
Q4 		– Sell
-3,720
Closed -$970K – 3207
2022
Q3 		$970K Sell
3,720
-1,581
-30% -$428K ﹤0.01% 1853
2022
Q2 		$1.28M Buy
5,301
+3,799
+253% +$1,000K ﹤0.01% 1798
2022
Q1 		$463K Sell
1,502
-7,537
-83% -$2.15M ﹤0.01% 2472
2021
Q4 		$2.82M Buy
9,039
+1,906
+27% +$565K ﹤0.01% 1528
2021
Q3 		$1.91M Buy
7,133
+562
+9% +$158K ﹤0.01% 1554
2021
Q2 		$1.88M Buy
6,571
+4,231
+181% +$1.21M ﹤0.01% 1472
2021
Q1 		$615K Sell
2,340
-2,989
-56% -$737K ﹤0.01% 1861
2020
Q4 		$1.21M Buy
5,329
+418
+9% +$96.1K ﹤0.01% 1578
2020
Q3 		$1.15M Sell
4,911
-559
-10% -$126K ﹤0.01% 1490
2020
Q2 		$972K Sell
5,470
-3,777
-41% -$625K ﹤0.01% 1462
2020
Q1 		$1.46M Buy
9,247
+2,777
+43% +$469K ﹤0.01% 1316
2019
Q4 		$1.16M Buy
+6,470
New +$1.14M ﹤0.01% 1757
2019
Q3 		– Sell
-3,992
Closed -$653K – 3169
2019
Q2 		$653K Buy
3,992
+444
+13% +$69.7K ﹤0.01% 1949
2019
Q1 		$509K Buy
3,548
+1,805
+104% +$259K ﹤0.01% 2088
2018
Q4 		$242K Sell
1,743
-662
-28% -$101K ﹤0.01% 2394
2018
Q3 		$429K Buy
2,405
+594
+33% +$105K ﹤0.01% 2086
2018
Q2 		$322K Sell
1,811
-1,510
-45% -$275K ﹤0.01% 2252
2018
Q1 		$602K Buy
3,321
+1,179
+55% +$204K ﹤0.01% 1861
2017
Q4 		$364K Sell
2,142
-6,983
-77% -$1.15M ﹤0.01% 1629
2017
Q3 		$1.47M Buy
9,125
+7,805
+591% +$1.18M ﹤0.01% 1377
2017
Q2 		$204K Buy
+1,320
New +$189K ﹤0.01% 2049
2017
Q1 		– Sell
-1,642
Closed -$243K – 2615
2016
Q4 		$243K Sell
1,642
-45
-3% -$6.52K ﹤0.01% 2394
2016
Q3 		$238K Sell
1,687
-320
-16% -$45.8K ﹤0.01% 1849
2016
Q2 		$282K Buy
2,007
+154
+8% +$20.7K ﹤0.01% 1794
2016
Q1 		$250K Buy
+1,853
New +$225K ﹤0.01% 1832

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

HSBC Holdings's WSO Position: Q1 2026 in Review

HSBC Holdings reduced its Watsco Inc (WSO) stake by 2.9% in Q1 2026, selling an estimated $117K and leaving 10,180 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

HSBC Holdings first reported a position in WSO in Q1 2016 and has held it in 38 quarters since. The position peaked at $19M in Q3 2024. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • HSBC Holdings held 10,180 shares of Watsco Inc worth $3.7M as of Q1 2026.
  • HSBC Holdings sold 301 Watsco Inc shares in Q1 2026, an estimated $117K.
  • Watsco Inc made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1275 holding.
  • HSBC Holdings first reported a position in Watsco Inc in Q1 2016 and has held it in 38 quarters since.
  • HSBC Holdings's Watsco Inc position peaked at $19M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.