Obermeyer Wealth Partners’s Watsco Inc WSO Stock Holding History

Obermeyer Wealth Partners’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	-1,024	Closed	-$345K	–	310
2025 Q4	$345K	Sell	1,024 -4,647	-82%	-$1.66M	0.02%	219
2025 Q3	$2.29M	Buy	5,671 +187	+3%	+$80K	0.11%	70
2025 Q2	$2.42M	Buy	5,484 +41	+0.8%	+$19K	0.12%	65
2025 Q1	$2.77M	Sell	5,443 -7	-0.1%	-$3.45K	0.15%	58
2024 Q4	$2.58M	Buy	5,450 +73	+1%	+$37K	0.13%	62
2024 Q3	$2.64M	Buy	5,377 +24	+0.4%	+$11.5K	0.14%	60
2024 Q2	$2.48M	Buy	+5,353	New	+$2.45M	0.14%	60

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

Obermeyer Wealth Partners's WSO Position: Q1 2026 in Review

Obermeyer Wealth Partners sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 1,024 shares — an estimated $345K sold.

Obermeyer Wealth Partners first reported a position in WSO in Q2 2024 and held it in 7 quarters. The position peaked at $2.77M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Obermeyer Wealth Partners reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 1,024 Watsco Inc shares in Q1 2026, an estimated $345K.
Obermeyer Wealth Partners first reported a position in Watsco Inc in Q2 2024 and held it in 7 quarters.
Obermeyer Wealth Partners's Watsco Inc position peaked at $2.77M in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.