InceptionR’s Watsco Inc WSO Stock Holding History

InceptionR’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	$1.25M	Sell	3,436 -50	-1%	-$19.4K	0.3%	93
2025 Q4	$1.17M	Buy	+3,486	New	+$1.24M	0.33%	67
2025 Q3	–	Sell	-1,944	Closed	-$859K	–	967
2025 Q2	$859K	Buy	+1,944	New	+$902K	0.2%	185
2023 Q4	–	Sell	-1,244	Closed	-$470K	–	543
2023 Q3	$470K	Buy	+1,244	New	+$450K	0.27%	169
2023 Q1	–	Sell	-2,108	Closed	-$526K	–	608
2022 Q4	$526K	Buy	+2,108	New	+$554K	0.28%	150

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

InceptionR's WSO Position: Q1 2026 in Review

InceptionR reduced its Watsco Inc (WSO) stake by 1.4% in Q1 2026, selling an estimated $19.4K and leaving 3,436 shares worth $1.25M. The position accounts for 0.3% of the portfolio, ranked #93.

InceptionR first reported a position in WSO in Q4 2022 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

InceptionR held 3,436 shares of Watsco Inc worth $1.25M as of Q1 2026.
InceptionR sold 50 Watsco Inc shares in Q1 2026, an estimated $19.4K.
Watsco Inc made up 0.3% of InceptionR's portfolio in Q1 2026, its #93 holding.
InceptionR first reported a position in Watsco Inc in Q4 2022 and has held it in 5 quarters since.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.