Millennium Management
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Millennium Management’s Watsco Inc WSO Stock Holding History

Millennium 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
2024
Q2 		– Sell
-4,100
Closed -$1.77M – 6619
2024
Q1 		$1.77M Buy
+4,100
New +$1.65M ﹤0.01% 3848

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

Millennium Management's WSO Position: Q1 2026 in Review

Millennium Management increased its Watsco Inc (WSO) stake by 65% in Q1 2026, buying an estimated $7.13M and bringing the position to 46,769 shares worth $17M. The position accounts for 0.01% of the portfolio, ranked #1685.

Millennium Management first reported a position in WSO in Q2 2013 and has held it in 45 quarters since. The position peaked at $63.1M in Q4 2017. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Millennium Management held 46,769 shares of Watsco Inc worth $17M as of Q1 2026.
  • Millennium Management bought 18,414 Watsco Inc shares in Q1 2026, an estimated $7.13M.
  • Watsco Inc made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1685 holding.
  • Millennium Management first reported a position in Watsco Inc in Q2 2013 and has held it in 45 quarters since.
  • Millennium Management's Watsco Inc position peaked at $63.1M in Q4 2017.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.