Parallel 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 | $347K | Sell |
954
-20
| -2% | -$7.75K | 0.01% | 887 |
|
|
2025
Q4 | $328K | Sell |
974
-308
| -24% | -$110K | 0.01% | 862 |
|
|
2025
Q3 | $519K | Sell |
1,282
-39
| -3% | -$16.7K | 0.01% | 646 |
|
|
2025
Q2 | $583K | Sell |
1,321
-53
| -4% | -$24.6K | 0.01% | 574 |
|
|
2025
Q1 | $699K | Sell |
1,374
-1
| -0.1% | -$493 | 0.02% | 486 |
|
|
2024
Q4 | $652K | Sell |
1,375
-23
| -2% | -$11.6K | 0.01% | 509 |
|
|
2024
Q3 | $688K | Sell |
1,398
-18
| -1% | -$8.65K | 0.02% | 472 |
|
|
2024
Q2 | $656K | Sell |
1,416
-26
| -2% | -$11.9K | 0.02% | 463 |
|
|
2024
Q1 | $623K | Buy |
1,442
+43
| +3% | +$17.3K | 0.02% | 467 |
|
|
2023
Q4 | $600K | Sell |
1,399
-46
| -3% | -$17.8K | 0.02% | 435 |
|
|
2023
Q3 | $546K | Sell |
1,445
-16
| -1% | -$5.79K | 0.02% | 434 |
|
|
2023
Q2 | $557K | Sell |
1,461
-181
| -11% | -$61.4K | 0.02% | 439 |
|
|
2023
Q1 | $523K | Buy |
1,642
+18
| +1% | +$5.29K | 0.02% | 450 |
|
|
2022
Q4 | $405K | Sell |
1,624
-21
| -1% | -$5.52K | 0.02% | 470 |
|
|
2022
Q3 | $424K | Buy |
1,645
+3
| +0.2% | +$813 | 0.02% | 433 |
|
|
2022
Q2 | $392K | Sell |
1,642
-453
| -22% | -$119K | 0.02% | 470 |
|
|
2022
Q1 | $646K | Buy |
2,095
+100
| +5% | +$28.5K | 0.03% | 359 |
|
|
2021
Q4 | $624K | Buy |
1,995
+240
| +14% | +$71.1K | 0.02% | 380 |
|
|
2021
Q3 | $464K | Buy |
1,755
+5
| +0.3% | +$1.4K | 0.02% | 422 |
|
|
2021
Q2 | $502K | Buy |
1,750
+44
| +3% | +$12.6K | 0.02% | 384 |
|
|
2021
Q1 | $445K | Buy |
1,706
+257
| +18% | +$63.4K | 0.02% | 378 |
|
|
2020
Q4 | $328K | Buy |
1,449
+28
| +2% | +$6.44K | 0.02% | 429 |
|
|
2020
Q3 | $331K | Buy |
1,421
+240
| +20% | +$54.1K | 0.02% | 401 |
|
|
2020
Q2 | $209K | Buy |
1,181
+173
| +17% | +$28.6K | 0.01% | 531 |
|
|
2020
Q1 | $159K | Buy |
1,008
+132
| +15% | +$22.3K | 0.01% | 526 |
|
|
2019
Q4 | $158K | Sell |
876
-2
| -0.2% | -$352 | 0.01% | 590 |
|
|
2019
Q3 | $149K | Buy |
878
+48
| +6% | +$7.78K | 0.01% | 576 |
|
|
2019
Q2 | $136K | Buy |
830
+129
| +18% | +$20.3K | 0.01% | 567 |
|
|
2019
Q1 | $100K | Buy |
701
+518
| +283% | +$74.3K | 0.01% | 612 |
|
|
2018
Q4 | $25K | Sell |
183
-52
| -22% | -$7.93K | ﹤0.01% | 981 |
|
|
2018
Q3 | $42K | Hold |
235
| – | – | 0.01% | 883 |
|
|
2018
Q2 | $41K | Hold |
235
| – | – | 0.01% | 803 |
|
|
2018
Q1 | $43K | Hold |
235
| – | – | 0.01% | 754 |
|
|
2017
Q4 | $40K | Hold |
235
| – | – | 0.01% | 776 |
|
|
2017
Q3 | $39K | Buy |
235
+31
| +15% | +$4.68K | 0.01% | 770 |
|
|
2017
Q2 | $31K | Buy |
204
+78
| +62% | +$11.1K | 0.01% | 846 |
|
|
2017
Q1 | $18K | Buy |
126
+32
| +34% | +$4.79K | ﹤0.01% | 1005 |
|
|
2016
Q4 | $14K | Buy |
+94
| New | +$13.6K | ﹤0.01% | 1005 |
|
Other funds holding WSO
VPM
VCM
Parallel Advisors's WSO Position: Q1 2026 in Review
Parallel Advisors reduced its Watsco Inc (WSO) stake by 2.1% in Q1 2026, selling an estimated $7.75K and leaving 954 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #887.
Parallel Advisors first reported a position in WSO in Q4 2016 and has held it in 38 quarters since. The position peaked at $699K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Parallel Advisors held 954 shares of Watsco Inc worth $347K as of Q1 2026.
- Parallel Advisors sold 20 Watsco Inc shares in Q1 2026, an estimated $7.75K.
- Watsco Inc made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #887 holding.
- Parallel Advisors first reported a position in Watsco Inc in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's Watsco Inc position peaked at $699K in Q1 2025.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.