Mirabaud Asset Management’s Watsco Inc WSO Stock Holding History

Mirabaud Asset 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	$1.34M	Buy	3,851 +654	+20%	+$253K	1.11%	22
2025 Q4	$1.51M	Sell	3,197 -67	-2%	-$23.9K	0.7%	35
2025 Q3	$1.3M	Sell	3,264 -427	-12%	-$183K	0.63%	33
2025 Q2	$1.61M	Buy	3,691 +1,001	+37%	+$464K	0.75%	30
2025 Q1	$1.35M	Sell	2,690 -476	-15%	-$235K	0.71%	35
2024 Q4	$1.5M	Sell	3,166 -279	-8%	-$141K	0.7%	34
2024 Q3	$1.71M	Buy	3,445 +735	+27%	+$353K	0.71%	37
2024 Q2	$1.26M	Sell	2,710 -399	-13%	-$182K	0.58%	36
2024 Q1	$1.34M	Sell	3,109 -14,422	-82%	-$5.79M	0.54%	37
2023 Q4	$7.51M	Buy	+17,531	New	+$6.79M	3.22%	16

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

Mirabaud Asset Management's WSO Position: Q1 2026 in Review

Mirabaud Asset Management increased its Watsco Inc (WSO) stake by 20% in Q1 2026, buying an estimated $253K and bringing the position to 3,851 shares worth $1.34M. The position accounts for 1.11% of the portfolio, ranked #22.

Mirabaud Asset Management first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.51M in Q4 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Mirabaud Asset Management held 3,851 shares of Watsco Inc worth $1.34M as of Q1 2026.
Mirabaud Asset Management bought 654 Watsco Inc shares in Q1 2026, an estimated $253K.
Watsco Inc made up 1.11% of Mirabaud Asset Management's portfolio in Q1 2026, its #22 holding.
Mirabaud Asset Management first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
Mirabaud Asset Management's Watsco Inc position peaked at $7.51M in Q4 2023.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Mirabaud Asset Management's 13F filing for Q1 2026, filed 13 May 2026.