NewEdge Advisors’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $275K | Sell |
757
-172
| -19% | -$66.6K | ﹤0.01% | 2402 |
|
|
2025
Q4 | $313K | Sell |
929
-652
| -41% | -$233K | ﹤0.01% | 2284 |
|
|
2025
Q3 | $639K | Sell |
1,581
-1,503
| -49% | -$643K | ﹤0.01% | 1672 |
|
|
2025
Q2 | $1.36M | Sell |
3,084
-129
| -4% | -$59.8K | 0.01% | 1117 |
|
|
2025
Q1 | $1.63M | Buy |
3,213
+167
| +5% | +$82.3K | 0.01% | 947 |
|
|
2024
Q4 | $1.44M | Sell |
3,046
-36
| -1% | -$18.2K | 0.01% | 981 |
|
|
2024
Q3 | $1.52M | Buy |
3,082
+509
| +20% | +$245K | 0.01% | 921 |
|
|
2024
Q2 | $1.19M | Sell |
2,573
-222
| -8% | -$101K | 0.01% | 987 |
|
|
2024
Q1 | $1.21M | Sell |
2,795
-64
| -2% | -$25.7K | 0.01% | 904 |
|
|
2023
Q4 | $1.23M | Sell |
2,859
-38
| -1% | -$14.7K | 0.01% | 849 |
|
|
2023
Q3 | $1.09M | Sell |
2,897
-313
| -10% | -$113K | 0.01% | 829 |
|
|
2023
Q2 | $1.22M | Sell |
3,210
-35
| -1% | -$11.9K | 0.01% | 773 |
|
|
2023
Q1 | $1.03M | Sell |
3,245
-221
| -6% | -$64.9K | 0.01% | 771 |
|
|
2022
Q4 | $77.7K | Buy |
3,466
+186
| +6% | +$48.9K | ﹤0.01% | 1543 |
|
|
2022
Q3 | $844K | Sell |
3,280
-680
| -17% | -$184K | 0.01% | 715 |
|
|
2022
Q2 | $946K | Buy |
+3,960
| New | +$1.04M | 0.02% | 689 |
|
|
2022
Q1 | – | Sell |
-5,737
| Closed | -$1.79M | – | 1664 |
|
|
2021
Q4 | $1.79M | Buy |
5,737
+1,170
| +26% | +$347K | 0.03% | 487 |
|
|
2021
Q3 | $1.21M | Sell |
4,567
-44
| -1% | -$12.3K | 0.03% | 459 |
|
|
2021
Q2 | $1.32M | Buy |
4,611
+93
| +2% | +$26.6K | 0.04% | 408 |
|
|
2021
Q1 | $1.18M | Sell |
4,518
-5,458
| -55% | -$1.35M | 0.04% | 411 |
|
|
2020
Q4 | $2.26M | Buy |
9,976
+5,651
| +131% | +$1.3M | 0.07% | 238 |
|
|
2020
Q3 | $1.01M | Sell |
4,325
-382
| -8% | -$86.1K | 0.04% | 384 |
|
|
2020
Q2 | $836K | Buy |
4,707
+283
| +6% | +$46.8K | 0.03% | 400 |
|
|
2020
Q1 | $699K | Buy |
4,424
+305
| +7% | +$51.5K | 0.03% | 381 |
|
|
2019
Q4 | $742K | Buy |
+4,119
| New | +$725K | 0.03% | 420 |
|
|
2018
Q4 | – | Sell |
-1,446
| Closed | -$258K | – | 724 |
|
|
2018
Q3 | $258K | Sell |
1,446
-122
| -8% | -$21.6K | 0.02% | 534 |
|
|
2018
Q2 | $280 | Buy |
+1,568
| New | +$285K | 0.03% | 428 |
|
|
2017
Q3 | – | Sell |
-332
| Closed | -$51K | – | 1132 |
|
|
2017
Q2 | $51K | Buy |
+332
| New | +$47.4K | 0.01% | 534 |
|
Other funds holding WSO
VPM
VCM
NewEdge Advisors's WSO Position: Q1 2026 in Review
NewEdge Advisors reduced its Watsco Inc (WSO) stake by 19% in Q1 2026, selling an estimated $66.6K and leaving 757 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.
NewEdge Advisors first reported a position in WSO in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.26M in Q4 2020. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- NewEdge Advisors held 757 shares of Watsco Inc worth $275K as of Q1 2026.
- NewEdge Advisors sold 172 Watsco Inc shares in Q1 2026, an estimated $66.6K.
- Watsco Inc made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2402 holding.
- NewEdge Advisors first reported a position in Watsco Inc in Q2 2017 and has held it in 28 quarters since.
- NewEdge Advisors's Watsco Inc position peaked at $2.26M in Q4 2020.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.