NWM
WSO icon

Nicola Wealth Management’s Watsco Inc WSO Stock Holding History

Nicola Wealth 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 		– Sell
-8,000
Closed -$2.7M – 68
2025
Q4 		$2.7M Sell
8,000
-9,000
-53% -$3.21M 0.25% 63
2025
Q3 		$6.87M Buy
+17,000
New +$7.27M 0.61% 49

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

Nicola Wealth Management's WSO Position: Q1 2026 in Review

Nicola Wealth Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 8,000 shares — an estimated $2.7M sold.

Nicola Wealth Management first reported a position in WSO in Q3 2025 and held it in 2 quarters. The position peaked at $6.87M in Q3 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Nicola Wealth Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Nicola Wealth Management sold 8,000 Watsco Inc shares in Q1 2026, an estimated $2.7M.
  • Nicola Wealth Management first reported a position in Watsco Inc in Q3 2025 and held it in 2 quarters.
  • Nicola Wealth Management's Watsco Inc position peaked at $6.87M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.