IIM
WSO icon

IFC & Insurance Marketing’s Watsco Inc WSO Stock Holding History

IFC & Insurance Marketing’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
-51
Closed -$17K – 702
2025
Q4 		$17K Buy
+51
New +$18.2K 0.02% 311

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

IFC & Insurance Marketing's WSO Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 51 shares — an estimated $17K sold.

IFC & Insurance Marketing first reported a position in WSO in Q4 2025 and held it in 1 quarter. The position peaked at $17K in Q4 2025. 770 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 51 Watsco Inc shares in Q1 2026, an estimated $17K.
  • IFC & Insurance Marketing first reported a position in Watsco Inc in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Watsco Inc position peaked at $17K in Q4 2025.
  • 770 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.