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OP Asset Management’s Watsco Inc WSO Stock Holding History

OP Asset 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 		$1.38M Sell
3,795
-488
-11% -$189K 0.01% 556
2025
Q4 		$1.44M Buy
4,283
+344
+9% +$123K 0.02% 524
2025
Q3 		$1.59M Hold
3,939
– – 0.02% 507
2025
Q2 		$1.74M Buy
3,939
+49
+1% +$22.7K 0.02% 482
2025
Q1 		$1.98M Buy
+3,890
New +$1.92M 0.03% 435

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

OP Asset Management's WSO Position: Q1 2026 in Review

OP Asset Management reduced its Watsco Inc (WSO) stake by 11% in Q1 2026, selling an estimated $189K and leaving 3,795 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #556.

OP Asset Management first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.98M in Q1 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • OP Asset Management held 3,795 shares of Watsco Inc worth $1.38M as of Q1 2026.
  • OP Asset Management sold 488 Watsco Inc shares in Q1 2026, an estimated $189K.
  • Watsco Inc made up 0.01% of OP Asset Management's portfolio in Q1 2026, its #556 holding.
  • OP Asset Management first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • OP Asset Management's Watsco Inc position peaked at $1.98M in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.