Investment Management Corp of Ontario (IMCO)’s Watsco Inc WSO Stock Holding History

Investment Management Corp of Ontario (IMCO)’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	$915K	Sell	2,514 -471	-16%	-$182K	0.01%	576
2025 Q4	$1.01M	Buy	2,985 +1,282	+75%	+$458K	0.01%	563
2025 Q3	$689K	Buy	1,703 +802	+89%	+$343K	0.01%	551
2025 Q2	$398K	Sell	901 -100	-10%	-$46.4K	0.01%	561
2025 Q1	$509K	Buy	+1,001	New	+$493K	0.01%	531
2024 Q4	–	Sell	-1,101	Closed	-$542K	–	665
2024 Q3	$542K	Buy	1,101 +400	+57%	+$192K	0.01%	523
2024 Q2	$325K	Buy	701 +200	+40%	+$91.4K	0.01%	534
2024 Q1	$216K	Sell	501 -300	-37%	-$121K	0.01%	574
2023 Q4	$343K	Buy	+801	New	+$310K	0.01%	553

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Investment Management Corp of Ontario (IMCO)'s WSO Position: Q1 2026 in Review

Investment Management Corp of Ontario (IMCO) reduced its Watsco Inc (WSO) stake by 16% in Q1 2026, selling an estimated $182K and leaving 2,514 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #576.

Investment Management Corp of Ontario (IMCO) first reported a position in WSO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Investment Management Corp of Ontario (IMCO) held 2,514 shares of Watsco Inc worth $915K as of Q1 2026.
Investment Management Corp of Ontario (IMCO) sold 471 Watsco Inc shares in Q1 2026, an estimated $182K.
Watsco Inc made up 0.01% of Investment Management Corp of Ontario (IMCO)'s portfolio in Q1 2026, its #576 holding.
Investment Management Corp of Ontario (IMCO) first reported a position in Watsco Inc in Q4 2023 and has held it in 9 quarters since.
Investment Management Corp of Ontario (IMCO)'s Watsco Inc position peaked at $1.01M in Q4 2025.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Investment Management Corp of Ontario (IMCO)'s 13F filing for Q1 2026, filed 15 May 2026.