Legacy Bridge’s Watsco Inc WSO Stock Holding History

Legacy Bridge’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	$14.6K	Hold	40	–	–	0.01%	266
2025 Q4	$13.5K	Hold	40	–	–	0.01%	285
2025 Q3	$16.2K	Hold	40	–	–	0.01%	244
2025 Q2	$17.7K	Hold	40	–	–	0.01%	233
2025 Q1	$20.3K	Hold	40	–	–	0.01%	221
2024 Q4	$19K	Hold	40	–	–	0.01%	233
2024 Q3	$19.7K	Hold	40	–	–	0.01%	236
2024 Q2	$18.5K	Hold	40	–	–	0.01%	225
2024 Q1	$17.3K	Hold	40	–	–	0.01%	248
2023 Q4	$17.1K	Hold	40	–	–	0.01%	240
2023 Q3	$15.1K	Hold	40	–	–	0.01%	239
2023 Q2	$15.3K	Hold	40	–	–	0.01%	240
2023 Q1	$12.7K	Hold	40	–	–	0.01%	253
2022 Q4	$9.98K	Hold	40	–	–	0.01%	263
2022 Q3	$10K	Hold	40	–	–	0.01%	245
2022 Q2	$10K	Hold	40	–	–	0.01%	251
2022 Q1	$12K	Hold	40	–	–	0.01%	260
2021 Q4	$13K	Hold	40	–	–	0.01%	262
2021 Q3	$11K	Hold	40	–	–	0.01%	258
2021 Q2	$11K	Hold	40	–	–	0.01%	262
2021 Q1	$10K	Hold	40	–	–	0.01%	266
2020 Q4	$9K	Hold	40	–	–	0.01%	263
2020 Q3	$9K	Hold	40	–	–	0.01%	256
2020 Q2	$7K	Hold	40	–	–	0.01%	264
2020 Q1	$6K	Buy	+40	New	+$6.75K	0.01%	259

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

Legacy Bridge's WSO Position: Q1 2026 in Review

Legacy Bridge held its Watsco Inc (WSO) position steady in Q1 2026 at 40 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #266.

Legacy Bridge first reported a position in WSO in Q1 2020 and has held it in 25 quarters since. The position peaked at $20.3K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Legacy Bridge held 40 shares of Watsco Inc worth $14.6K as of Q1 2026.
Legacy Bridge left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #266 holding.
Legacy Bridge first reported a position in Watsco Inc in Q1 2020 and has held it in 25 quarters since.
Legacy Bridge's Watsco Inc position peaked at $20.3K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

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