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Parsons Capital Management’s Watsco Inc WSO Stock Holding History

Parsons Capital 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 		$413K Buy
1,136
+23
+2% +$8.91K 0.02% 368
2025
Q4 		$375K Sell
1,113
-585
-34% -$209K 0.02% 362
2025
Q3 		$687K Sell
1,698
-209
-11% -$89.4K 0.04% 283
2025
Q2 		$842K Sell
1,907
-24
-1% -$11.1K 0.05% 263
2025
Q1 		$982K Sell
1,931
-42
-2% -$20.7K 0.05% 252
2024
Q4 		$935K Buy
1,973
+6
+0.3% +$3.04K 0.05% 250
2024
Q3 		$968K Hold
1,967
– – 0.06% 241
2024
Q2 		$911K Hold
1,967
– – 0.06% 243
2024
Q1 		$850K Sell
1,967
-73
-4% -$29.3K 0.06% 257
2023
Q4 		$874K Buy
2,040
+183
+10% +$70.9K 0.06% 245
2023
Q3 		$701K Buy
1,857
+10
+0.5% +$3.62K 0.06% 254
2023
Q2 		$705K Buy
1,847
+15
+0.8% +$5.09K 0.05% 258
2023
Q1 		$583K Buy
1,832
+10
+0.5% +$2.94K 0.05% 273
2022
Q4 		$454K Hold
1,822
– – 0.04% 296
2022
Q3 		$469K Hold
1,822
– – 0.04% 284
2022
Q2 		$435K Sell
1,822
-75
-4% -$19.7K 0.04% 301
2022
Q1 		$578K Hold
1,897
– – 0.04% 286
2021
Q4 		$594K Buy
1,897
+390
+26% +$116K 0.04% 285
2021
Q3 		$399K Buy
1,507
+775
+106% +$217K 0.03% 324
2021
Q2 		$210K Buy
+732
New +$210K 0.02% 398
2015
Q2 		– Sell
-187
Closed -$24K – 535
2015
Q1 		$24K Buy
+187
New +$21.5K ﹤0.01% 567

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

Parsons Capital Management's WSO Position: Q1 2026 in Review

Parsons Capital Management increased its Watsco Inc (WSO) stake by 2.1% in Q1 2026, buying an estimated $8.91K and bringing the position to 1,136 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #368.

Parsons Capital Management first reported a position in WSO in Q1 2015 and has held it in 21 quarters since. The position peaked at $982K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Parsons Capital Management held 1,136 shares of Watsco Inc worth $413K as of Q1 2026.
  • Parsons Capital Management bought 23 Watsco Inc shares in Q1 2026, an estimated $8.91K.
  • Watsco Inc made up 0.02% of Parsons Capital Management's portfolio in Q1 2026, its #368 holding.
  • Parsons Capital Management first reported a position in Watsco Inc in Q1 2015 and has held it in 21 quarters since.
  • Parsons Capital Management's Watsco Inc position peaked at $982K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.