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ICW Investment Advisors’s Watsco Inc WSO Stock Holding History

ICW Investment Advisors’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 		$488K Buy
1,343
+237
+21% +$91.8K 0.18% 121
2025
Q4 		$373K Sell
1,106
-37
-3% -$13.2K 0.14% 126
2025
Q3 		$462K Buy
1,143
+224
+24% +$95.8K 0.17% 123
2025
Q2 		$406K Buy
919
+69
+8% +$32K 0.16% 123
2025
Q1 		$432K Buy
850
+12
+1% +$5.92K 0.18% 120
2024
Q4 		$397K Buy
838
+19
+2% +$9.62K 0.17% 122
2024
Q3 		$403K Buy
819
+46
+6% +$22.1K 0.17% 123
2024
Q2 		$358K Sell
773
-15
-2% -$6.86K 0.16% 126
2024
Q1 		$340K Buy
788
+92
+13% +$37K 0.15% 130
2023
Q4 		$298K Buy
696
+44
+7% +$17K 0.15% 129
2023
Q3 		$246K Buy
+652
New +$236K 0.13% 133

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

ICW Investment Advisors's WSO Position: Q1 2026 in Review

ICW Investment Advisors increased its Watsco Inc (WSO) stake by 21% in Q1 2026, buying an estimated $91.8K and bringing the position to 1,343 shares worth $488K. The position accounts for 0.18% of the portfolio, ranked #121.

ICW Investment Advisors first reported a position in WSO in Q3 2023 and has held it in 11 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • ICW Investment Advisors held 1,343 shares of Watsco Inc worth $488K as of Q1 2026.
  • ICW Investment Advisors bought 237 Watsco Inc shares in Q1 2026, an estimated $91.8K.
  • Watsco Inc made up 0.18% of ICW Investment Advisors's portfolio in Q1 2026, its #121 holding.
  • ICW Investment Advisors first reported a position in Watsco Inc in Q3 2023 and has held it in 11 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.