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Penserra Capital Management’s Watsco Inc WSO Stock Holding History

Penserra 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 		$358K Buy
987
+20
+2% +$7.75K ﹤0.01% 591
2025
Q4 		$325K Buy
967
+242
+33% +$86.4K ﹤0.01% 596
2025
Q3 		$292K Buy
725
+2
+0.3% +$855 ﹤0.01% 648
2025
Q2 		$318K Buy
723
+16
+2% +$7.42K ﹤0.01% 561
2025
Q1 		$358K Sell
707
-60
-8% -$29.6K 0.01% 648
2024
Q4 		$362K Sell
767
-14
-2% -$7.09K 0.01% 619
2024
Q3 		$383K Sell
781
-15
-2% -$7.21K 0.01% 563
2024
Q2 		$368K Sell
796
-17
-2% -$7.77K ﹤0.01% 623
2024
Q1 		$350K Buy
813
+5
+0.6% +$2.01K ﹤0.01% 640
2023
Q4 		$345K Buy
808
+47
+6% +$18.2K 0.01% 610
2023
Q3 		$287K Hold
761
– – 0.01% 649
2023
Q2 		$290K Sell
761
-97
-11% -$32.9K 0.01% 672
2023
Q1 		$272K Sell
858
-21
-2% -$6.17K 0.01% 630
2022
Q4 		$219K Sell
879
-277
-24% -$72.8K ﹤0.01% 668
2022
Q3 		$297K Sell
1,156
-182
-14% -$49.3K 0.01% 520
2022
Q2 		$319K Sell
1,338
-299
-18% -$78.7K 0.01% 542
2022
Q1 		$498K Sell
1,637
-442
-21% -$126K 0.01% 499
2021
Q4 		$571K Buy
2,079
+179
+9% +$53K 0.01% 507
2021
Q3 		$502K Sell
1,900
-26
-1% -$7.29K 0.01% 494
2021
Q2 		$552K Buy
1,926
+252
+15% +$72.1K 0.01% 480
2021
Q1 		$436K Buy
1,674
+374
+29% +$92.2K 0.01% 471
2020
Q4 		$294K Buy
1,300
+58
+5% +$13.3K 0.01% 454
2020
Q3 		$289K Buy
1,242
+432
+53% +$97.3K 0.01% 394
2020
Q2 		$143K Buy
810
+120
+17% +$19.9K 0.01% 504
2020
Q1 		$112K Buy
690
+210
+44% +$35.5K 0.01% 541
2019
Q4 		$84K Buy
480
+170
+55% +$29.9K 0.01% 649
2019
Q3 		$52K Buy
310
+62
+25% +$10.1K ﹤0.01% 660
2019
Q2 		$40K Buy
248
+56
+29% +$8.8K ﹤0.01% 653
2019
Q1 		$27K Buy
+192
New +$27.6K ﹤0.01% 677

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

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

Penserra Capital Management increased its Watsco Inc (WSO) stake by 2.1% in Q1 2026, buying an estimated $7.75K and bringing the position to 987 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Penserra Capital Management first reported a position in WSO in Q1 2019 and has held it in 29 quarters since. The position peaked at $571K in Q4 2021. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Penserra Capital Management held 987 shares of Watsco Inc worth $358K as of Q1 2026.
  • Penserra Capital Management bought 20 Watsco Inc shares in Q1 2026, an estimated $7.75K.
  • Watsco Inc made up ﹤0.01% of Penserra Capital Management's portfolio in Q1 2026, its #591 holding.
  • Penserra Capital Management first reported a position in Watsco Inc in Q1 2019 and has held it in 29 quarters since.
  • Penserra Capital Management's Watsco Inc position peaked at $571K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.