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Meridiem Investment Management’s Watsco Inc WSO Stock Holding History

Meridiem Investment Management’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 		$138K Sell
379
-93
-20% -$36K ﹤0.01% 44
2025
Q4 		$159K Buy
+472
New +$169K ﹤0.01% 42

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

Meridiem Investment Management's WSO Position: Q1 2026 in Review

Meridiem Investment Management reduced its Watsco Inc (WSO) stake by 20% in Q1 2026, selling an estimated $36K and leaving 379 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #44.

Meridiem Investment Management first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. The position peaked at $159K in Q4 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Meridiem Investment Management held 379 shares of Watsco Inc worth $138K as of Q1 2026.
  • Meridiem Investment Management sold 93 Watsco Inc shares in Q1 2026, an estimated $36K.
  • Watsco Inc made up ﹤0.01% of Meridiem Investment Management's portfolio in Q1 2026, its #44 holding.
  • Meridiem Investment Management first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
  • Meridiem Investment Management's Watsco Inc position peaked at $159K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Meridiem Investment Management's 13F filing for Q1 2026, filed 12 May 2026.