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Moneta Group Investment Advisors’s Watsco Inc WSO Stock Holding History

Moneta Group Investment Advisors’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 		$407K Sell
1,119
-41
-4% -$15.9K ﹤0.01% 556
2025
Q4 		$391K Sell
1,160
-49
-4% -$17.5K ﹤0.01% 563
2025
Q3 		$489K Sell
1,209
-299
-20% -$128K ﹤0.01% 499
2025
Q2 		$666K Sell
1,508
-3
-0.2% -$1.39K 0.01% 378
2025
Q1 		$768K Buy
1,511
+41
+3% +$20.2K 0.01% 326
2024
Q4 		$697K Buy
1,470
+284
+24% +$144K 0.01% 333
2024
Q3 		$583K Sell
1,186
-29
-2% -$13.9K 0.01% 379
2024
Q2 		$563K Sell
1,215
-78
-6% -$35.7K 0.01% 361
2024
Q1 		$559K Hold
1,293
– – 0.01% 357
2023
Q4 		$554K Buy
1,293
+33
+3% +$12.8K 0.01% 325
2023
Q3 		$476K Sell
1,260
-42
-3% -$15.2K 0.01% 329
2023
Q2 		$497K Buy
1,302
+31
+2% +$10.5K 0.01% 325
2023
Q1 		$404K Buy
1,271
+46
+4% +$13.5K 0.01% 354
2022
Q4 		$352K Sell
1,225
-189
-13% -$49.7K 0.01% 347
2022
Q3 		$364K Sell
1,414
-311
-18% -$84.3K 0.01% 315
2022
Q2 		$412K Buy
1,725
+258
+18% +$67.9K 0.01% 327
2022
Q1 		$447K Sell
1,467
-38
-3% -$10.8K 0.02% 304
2021
Q4 		$471K Buy
1,505
+88
+6% +$26.1K 0.02% 302
2021
Q3 		$375K Buy
1,417
+15
+1% +$4.21K 0.02% 326
2021
Q2 		$402K Buy
+1,402
New +$401K 0.02% 313
2018
Q2 		– Sell
-395
Closed -$71K – 641
2018
Q1 		$71K Sell
395
-1,255
-76% -$218K 0.01% 291
2017
Q4 		$244K Hold
1,650
– – 0.04% 174
2017
Q3 		$266K Buy
+1,650
New +$249K 0.04% 167

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

Moneta Group Investment Advisors's WSO Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Watsco Inc (WSO) stake by 3.5% in Q1 2026, selling an estimated $15.9K and leaving 1,119 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Moneta Group Investment Advisors first reported a position in WSO in Q3 2017 and has held it in 23 quarters since. The position peaked at $768K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Moneta Group Investment Advisors held 1,119 shares of Watsco Inc worth $407K as of Q1 2026.
  • Moneta Group Investment Advisors sold 41 Watsco Inc shares in Q1 2026, an estimated $15.9K.
  • Watsco Inc made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #556 holding.
  • Moneta Group Investment Advisors first reported a position in Watsco Inc in Q3 2017 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Watsco Inc position peaked at $768K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.