Lido Advisors’s Watsco Inc WSO Stock Holding History

Lido Advisors’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	$337K	Buy	926 +122	+15%	+$47.3K	﹤0.01%	1504
2025 Q4	$324K	Sell	804 -48	-6%	-$17.1K	﹤0.01%	1522
2025 Q3	$345K	Sell	852 -277	-25%	-$118K	﹤0.01%	1415
2025 Q2	$499K	Buy	1,129 +77	+7%	+$35.7K	﹤0.01%	1105
2025 Q1	$535K	Sell	1,052 -139	-12%	-$68.5K	﹤0.01%	1002
2024 Q4	$564K	Buy	1,191 +84	+8%	+$42.5K	﹤0.01%	972
2024 Q3	$545K	Buy	1,107 +182	+20%	+$87.5K	﹤0.01%	931
2024 Q2	$429K	Buy	925 +103	+13%	+$47.1K	﹤0.01%	979
2024 Q1	$355K	Buy	822 +3	+0.4%	+$1.21K	﹤0.01%	1018
2023 Q4	$351K	Buy	+819	New	+$317K	﹤0.01%	971

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

Lido Advisors's WSO Position: Q1 2026 in Review

Lido Advisors increased its Watsco Inc (WSO) stake by 15% in Q1 2026, buying an estimated $47.3K and bringing the position to 926 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Lido Advisors first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $564K in Q4 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Lido Advisors held 926 shares of Watsco Inc worth $337K as of Q1 2026.
Lido Advisors bought 122 Watsco Inc shares in Q1 2026, an estimated $47.3K.
Watsco Inc made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1504 holding.
Lido Advisors first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
Lido Advisors's Watsco Inc position peaked at $564K in Q4 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.