Impact Partnership Wealth’s Watsco Inc WSO Stock Holding History

Impact Partnership Wealth’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	$204K	Sell	562 -149	-21%	-$57.7K	0.03%	342
2025 Q4	$240K	Buy	+711	New	+$254K	0.03%	312
2024 Q4	–	Sell	-807	Closed	-$397K	–	338
2024 Q3	$397K	Buy	+807	New	+$388K	0.09%	137
2024 Q2	–	Sell	-494	Closed	-$213K	–	699
2024 Q1	$213K	Buy	494 +481	+3,700%	+$193K	0.08%	164
2023 Q4	$5.57K	Sell	13 -467	-97%	-$181K	﹤0.01%	567
2023 Q3	$181K	Buy	480 +471	+5,233%	+$170K	0.06%	196
2023 Q2	$3.43K	Buy	+9	New	+$3.05K	﹤0.01%	556

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Impact Partnership Wealth's WSO Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Watsco Inc (WSO) stake by 21% in Q1 2026, selling an estimated $57.7K and leaving 562 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #342.

Impact Partnership Wealth first reported a position in WSO in Q2 2023 and has held it in 7 quarters since. The position peaked at $397K in Q3 2024. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Impact Partnership Wealth held 562 shares of Watsco Inc worth $204K as of Q1 2026.
Impact Partnership Wealth sold 149 Watsco Inc shares in Q1 2026, an estimated $57.7K.
Watsco Inc made up 0.03% of Impact Partnership Wealth's portfolio in Q1 2026, its #342 holding.
Impact Partnership Wealth first reported a position in Watsco Inc in Q2 2023 and has held it in 7 quarters since.
Impact Partnership Wealth's Watsco Inc position peaked at $397K in Q3 2024.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.