JTC Employer Solutions Trustee’s Watsco Inc WSO Stock Holding History

JTC Employer Solutions Trustee’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	$284K	Hold	780	–	–	0.02%	123
2025 Q4	$263K	Hold	780	–	–	0.02%	137
2025 Q3	$316K	Hold	780	–	–	0.03%	109
2025 Q2	$344K	Hold	780	–	–	0.03%	97
2025 Q1	$397K	Hold	780	–	–	0.03%	89
2024 Q4	$371K	Hold	780	–	–	0.03%	93
2024 Q3	$383K	Hold	780	–	–	0.03%	94
2024 Q2	$362K	Hold	780	–	–	0.02%	93
2024 Q1	$338K	Hold	780	–	–	0.02%	99
2023 Q4	$334K	Hold	780	–	–	0.03%	96
2023 Q3	$294K	Hold	780	–	–	0.03%	105
2023 Q2	$298K	Hold	780	–	–	0.03%	99
2023 Q1	$248K	Hold	780	–	–	0.03%	113
2022 Q4	$195K	Hold	780	–	–	0.02%	134
2022 Q3	$201K	Hold	780	–	–	0.03%	104
2022 Q2	$186K	Hold	780	–	–	0.02%	104
2022 Q1	$238K	Hold	780	–	–	0.03%	99
2021 Q4	$244K	Hold	780	–	–	0.03%	95
2021 Q3	$206K	Hold	780	–	–	0.03%	104
2021 Q2	$224K	Buy	+780	New	+$223K	0.03%	88

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

JTC Employer Solutions Trustee's WSO Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Watsco Inc (WSO) position steady in Q1 2026 at 780 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #123.

JTC Employer Solutions Trustee first reported a position in WSO in Q2 2021 and has held it in 20 quarters since. The position peaked at $397K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

JTC Employer Solutions Trustee held 780 shares of Watsco Inc worth $284K as of Q1 2026.
JTC Employer Solutions Trustee left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #123 holding.
JTC Employer Solutions Trustee first reported a position in Watsco Inc in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's Watsco Inc position peaked at $397K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.