KIA
WSO icon

Knollwood Investment Advisory’s Watsco Inc WSO Stock Holding History

Knollwood Investment Advisory’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 		$918K Hold
2,523
– – 0.09% 174
2025
Q4 		$850K Hold
2,523
– – 0.08% 187
2025
Q3 		$1.02M Hold
2,523
– – 0.09% 185
2025
Q2 		$1.11M Hold
2,523
– – 0.11% 176
2025
Q1 		$1.28M Hold
2,523
– – 0.14% 158
2024
Q4 		$1.2M Hold
2,523
– – 0.13% 167
2024
Q3 		$1.24M Sell
2,523
-74
-3% -$35.6K 0.13% 170
2024
Q2 		$1.2M Buy
2,597
+1,967
+312% +$899K 0.13% 165
2024
Q1 		$272K Hold
630
– – 0.05% 186
2023
Q4 		$270K Buy
+630
New +$244K 0.06% 181

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

Knollwood Investment Advisory's WSO Position: Q1 2026 in Review

Knollwood Investment Advisory held its Watsco Inc (WSO) position steady in Q1 2026 at 2,523 shares worth $918K. The position accounts for 0.09% of the portfolio, ranked #174.

Knollwood Investment Advisory first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q1 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Knollwood Investment Advisory held 2,523 shares of Watsco Inc worth $918K as of Q1 2026.
  • Knollwood Investment Advisory left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up 0.09% of Knollwood Investment Advisory's portfolio in Q1 2026, its #174 holding.
  • Knollwood Investment Advisory first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
  • Knollwood Investment Advisory's Watsco Inc position peaked at $1.28M in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.