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Mutual Advisors’s Watsco Inc WSO Stock Holding History

Mutual 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 		$421K Buy
1,158
+4
+0.3% +$1.55K 0.01% 965
2025
Q4 		$389K Buy
1,154
+16
+1% +$5.71K 0.01% 990
2025
Q3 		$409K Buy
1,138
+252
+28% +$108K 0.01% 942
2025
Q2 		$434K Sell
886
-14
-2% -$6.49K 0.01% 847
2025
Q1 		$410K Buy
900
+45
+5% +$22.2K 0.01% 794
2024
Q4 		$420K Buy
855
+114
+15% +$57.7K 0.01% 770
2024
Q3 		$355K Buy
741
+63
+9% +$30.3K 0.01% 827
2024
Q2 		$341K Sell
678
-5
-0.7% -$2.29K 0.01% 837
2024
Q1 		$295K Sell
683
-252
-27% -$101K 0.01% 874
2023
Q4 		$401K Buy
935
+240
+35% +$93K 0.01% 717
2023
Q3 		$263K Buy
+695
New +$251K 0.01% 825

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

Mutual Advisors's WSO Position: Q1 2026 in Review

Mutual Advisors increased its Watsco Inc (WSO) stake by 0.35% in Q1 2026, buying an estimated $1.55K and bringing the position to 1,158 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #965.

Mutual Advisors first reported a position in WSO in Q3 2023 and has held it in 11 quarters since. The position peaked at $434K in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Mutual Advisors held 1,158 shares of Watsco Inc worth $421K as of Q1 2026.
  • Mutual Advisors bought 4 Watsco Inc shares in Q1 2026, an estimated $1.55K.
  • Watsco Inc made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #965 holding.
  • Mutual Advisors first reported a position in Watsco Inc in Q3 2023 and has held it in 11 quarters since.
  • Mutual Advisors's Watsco Inc position peaked at $434K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.