Marble Wealth’s Watsco Inc WSO Stock Holding History

Marble Wealth’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	–	Sell	-635	Closed	-$214K	–	288
2025 Q4	$214K	Buy	+635	New	+$227K	0.03%	262

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 $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Marble Wealth's WSO Position: Q1 2026 in Review

Marble Wealth sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 635 shares — an estimated $214K sold.

Marble Wealth first reported a position in WSO in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 770 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Marble Wealth reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Marble Wealth sold 635 Watsco Inc shares in Q1 2026, an estimated $214K.
Marble Wealth first reported a position in Watsco Inc in Q4 2025 and held it in 1 quarter.
Marble Wealth's Watsco Inc position peaked at $214K in Q4 2025.
770 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Marble Wealth's 13F filing for Q1 2026, filed 14 May 2026.