Marshall Wace
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Marshall Wace’s Watsco Inc WSO Stock Holding History

Marshall Wace’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 		$5.21M Buy
+14,330
New +$5.55M 0.01% 1283
2025
Q3 		– Sell
-17,025
Closed -$7.52M – 3482
2025
Q2 		$7.52M Sell
17,025
-61,890
-78% -$28.7M 0.01% 952
2025
Q1 		$40.1M Buy
78,915
+61,115
+343% +$30.1M 0.05% 331
2024
Q4 		$8.44M Buy
17,800
+13,100
+279% +$6.63M 0.01% 857
2024
Q3 		$2.31M Buy
+4,700
New +$2.26M ﹤0.01% 1313
2024
Q2 		– Sell
-12,283
Closed -$5.31M – 3020
2024
Q1 		$5.31M Buy
12,283
+7,401
+152% +$2.97M 0.01% 977
2023
Q4 		$2.09M Buy
+4,882
New +$1.89M ﹤0.01% 1199
2023
Q2 		– Sell
-7,773
Closed -$2.47M – 3024
2023
Q1 		$2.47M Buy
7,773
+5,476
+238% +$1.61M 0.01% 1335
2022
Q4 		$573K Buy
+2,297
New +$604K ﹤0.01% 2321
2022
Q1 		– Sell
-5,303
Closed -$1.66M – 4098
2021
Q4 		$1.66M Sell
5,303
-3,941
-43% -$1.17M ﹤0.01% 2160
2021
Q3 		$2.45M Buy
+9,244
New +$2.59M 0.01% 1408
2021
Q2 		– Sell
-23,433
Closed -$6.11M – 3146
2021
Q1 		$6.11M Buy
+23,433
New +$5.78M 0.03% 714
2019
Q2 		– Sell
-1,039
Closed -$149K – 1895
2019
Q1 		$149K Sell
1,039
-1,885
-64% -$270K ﹤0.01% 1375
2018
Q4 		$407K Buy
+2,924
New +$446K ﹤0.01% 1169
2017
Q1 		– Sell
-93,395
Closed -$13.8M – 777
2016
Q4 		$13.8M Buy
93,395
+48,191
+107% +$6.98M 0.09% 256
2016
Q3 		$6.37M Buy
45,204
+15,845
+54% +$2.27M 0.05% 361
2016
Q2 		$4.13M Buy
29,359
+4,424
+18% +$594K 0.03% 431
2016
Q1 		$3.36M Buy
+24,935
New +$3.03M 0.03% 437
2015
Q4 		– Sell
-2,900
Closed -$344K – 1143
2015
Q3 		$344K Buy
+2,900
New +$362K ﹤0.01% 784
2015
Q1 		– Sell
-3,856
Closed -$413K – 954
2014
Q4 		$413K Buy
+3,856
New +$383K 0.01% 671
2013
Q2 		$210K Buy
+2,500
New +$211K 0.01% 110

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

Marshall Wace's WSO Position: Q1 2026 in Review

Marshall Wace opened a new position in Watsco Inc (WSO) in Q1 2026: 14,330 shares worth $5.21M. The stake represents 0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Marshall Wace previously reported a position in WSO as recently as Q2 2025.

Marshall Wace first reported a position in WSO in Q2 2013 and has held it in 21 quarters since. The position peaked at $40.1M in Q1 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Marshall Wace held 14,330 shares of Watsco Inc worth $5.21M as of Q1 2026.
  • Watsco Inc was a new Marshall Wace position in Q1 2026.
  • Watsco Inc made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1283 holding.
  • Marshall Wace first reported a position in Watsco Inc in Q2 2013 and has held it in 21 quarters since.
  • Marshall Wace's Watsco Inc position peaked at $40.1M in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.