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WSO icon

Inspire Investing’s Watsco Inc WSO Stock Holding History

Inspire Investing’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 		$2.45M Buy
6,727
+1,820
+37% +$705K 0.14% 166
2025
Q4 		$1.65M Buy
4,907
+295
+6% +$105K 0.15% 155
2025
Q3 		$1.86M Buy
4,612
+213
+5% +$91.1K 0.18% 137
2025
Q2 		$1.94M Buy
4,399
+121
+3% +$56.1K 0.21% 120
2025
Q1 		$2.17M Buy
4,278
+127
+3% +$62.6K 0.26% 103
2024
Q4 		$1.97M Sell
4,151
-91
-2% -$46.1K 0.22% 103
2024
Q3 		$2.09M Sell
4,242
-2,123
-33% -$1.02M 0.21% 110
2024
Q2 		$2.95M Sell
6,365
-1,244
-16% -$569K 0.34% 59
2024
Q1 		$3.29M Sell
7,609
-1,687
-18% -$678K 0.34% 64
2023
Q4 		$3.98M Sell
9,296
-1,491
-14% -$578K 0.44% 42
2023
Q3 		$4.07M Buy
10,787
+111
+1% +$40.1K 0.52% 35
2023
Q2 		$4.07M Buy
10,676
+2,699
+34% +$915K 0.49% 39
2023
Q1 		$2.54M Buy
7,977
+1,408
+21% +$414K 0.32% 74
2022
Q4 		$1.64M Buy
6,569
+4,634
+239% +$1.22M 0.21% 102
2022
Q3 		$498K Buy
1,935
+1,051
+119% +$285K 0.07% 197
2022
Q2 		$211K Buy
884
+115
+15% +$30.3K 0.03% 713
2022
Q1 		$234K Sell
769
-12
-2% -$3.42K 0.03% 730
2021
Q4 		$244K Sell
781
-3,964
-84% -$1.17M 0.03% 754
2021
Q3 		$1.26M Buy
4,745
+1,265
+36% +$355K 0.16% 160
2021
Q2 		$998K Buy
3,480
+345
+11% +$98.8K 0.13% 170
2021
Q1 		$817K Buy
3,135
+1,125
+56% +$277K 0.13% 164
2020
Q4 		$455K Buy
+2,010
New +$462K 0.1% 209

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

Inspire Investing's WSO Position: Q1 2026 in Review

Inspire Investing increased its Watsco Inc (WSO) stake by 37% in Q1 2026, buying an estimated $705K and bringing the position to 6,727 shares worth $2.45M. The position accounts for 0.14% of the portfolio, ranked #166.

Inspire Investing first reported a position in WSO in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.07M in Q3 2023. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Inspire Investing held 6,727 shares of Watsco Inc worth $2.45M as of Q1 2026.
  • Inspire Investing bought 1,820 Watsco Inc shares in Q1 2026, an estimated $705K.
  • Watsco Inc made up 0.14% of Inspire Investing's portfolio in Q1 2026, its #166 holding.
  • Inspire Investing first reported a position in Watsco Inc in Q4 2020 and has held it in 22 quarters since.
  • Inspire Investing's Watsco Inc position peaked at $4.07M in Q3 2023.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.