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Hunter Associates Investment Management’s Watsco Inc WSO Stock Holding History

Hunter Associates Investment Management’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 		$1.55M Sell
4,270
-195
-4% -$75.6K 0.21% 109
2025
Q4 		$1.51M Sell
4,465
-80
-2% -$28.6K 0.2% 107
2025
Q3 		$1.83M Sell
4,545
-45
-1% -$19.2K 0.25% 92
2025
Q2 		$2.02M Sell
4,590
-1,650
-26% -$765K 0.3% 84
2025
Q1 		$3.17M Sell
6,240
-165
-3% -$81.3K 0.49% 48
2024
Q4 		$3.03M Sell
6,405
-150
-2% -$76K 0.46% 51
2024
Q3 		$3.22M Buy
6,555
+115
+2% +$55.3K 0.5% 42
2024
Q2 		$2.98M Sell
6,440
-650
-9% -$297K 0.5% 43
2024
Q1 		$3.06M Buy
7,090
+365
+5% +$147K 0.51% 47
2023
Q4 		$2.88M Sell
6,725
-168
-2% -$65.1K 0.53% 47
2023
Q3 		$2.61M Buy
6,893
+108
+2% +$39K 0.53% 45
2023
Q2 		$2.58M Sell
6,785
-1,125
-14% -$381K 0.5% 50
2023
Q1 		$2.53M Sell
7,910
-1,000
-11% -$294K 0.54% 51
2022
Q4 		$2.22M Sell
8,910
-900
-9% -$237K 0.53% 52
2022
Q3 		$2.53M Sell
9,810
-140
-1% -$37.9K 0.66% 44
2022
Q2 		$2.38M Buy
9,950
+6,950
+232% +$1.83M 0.59% 47
2022
Q1 		$914K Hold
3,000
– – 0.29% 66
2021
Q4 		$939K Hold
3,000
– – 0.27% 67
2021
Q3 		$794K Sell
3,000
-800
-21% -$224K 0.26% 70
2021
Q2 		$1.09M Sell
3,800
-7,485
-66% -$2.14M 0.34% 55
2021
Q1 		$2.94M Sell
11,285
-645
-5% -$159K 0.68% 40
2020
Q4 		$2.7M Sell
11,930
-1,210
-9% -$278K 0.66% 40
2020
Q3 		$3.06M Sell
13,140
-1,090
-8% -$246K 0.85% 31
2020
Q2 		$2.53M Buy
14,230
+2,944
+26% +$487K 0.75% 35
2020
Q1 		$1.78M Buy
11,286
+75
+0.7% +$12.7K 0.69% 34
2019
Q4 		$2.02M Buy
11,211
+900
+9% +$158K 0.63% 38
2019
Q3 		$1.74M Buy
10,311
+206
+2% +$33.4K 0.6% 45
2019
Q2 		$1.65M Buy
10,105
+5,320
+111% +$836K 0.57% 48
2019
Q1 		$685K Buy
+4,785
New +$687K 0.24% 84

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

Hunter Associates Investment Management's WSO Position: Q1 2026 in Review

Hunter Associates Investment Management reduced its Watsco Inc (WSO) stake by 4.4% in Q1 2026, selling an estimated $75.6K and leaving 4,270 shares worth $1.55M. The position accounts for 0.21% of the portfolio, ranked #109.

Hunter Associates Investment Management first reported a position in WSO in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.22M in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Hunter Associates Investment Management held 4,270 shares of Watsco Inc worth $1.55M as of Q1 2026.
  • Hunter Associates Investment Management sold 195 Watsco Inc shares in Q1 2026, an estimated $75.6K.
  • Watsco Inc made up 0.21% of Hunter Associates Investment Management's portfolio in Q1 2026, its #109 holding.
  • Hunter Associates Investment Management first reported a position in Watsco Inc in Q1 2019 and has held it in 29 quarters since.
  • Hunter Associates Investment Management's Watsco Inc position peaked at $3.22M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Hunter Associates Investment Management's 13F filing for Q1 2026, filed 27 Apr 2026.