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Perbak Capital Partners’s Watsco Inc WSO Stock Holding History

Perbak Capital 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 		$982K Buy
2,700
+1,388
+106% +$538K 0.24% 67
2025
Q4 		$442K Sell
1,312
-2,182
-62% -$779K 0.13% 57
2025
Q3 		$1.41M Buy
3,494
+1,808
+107% +$773K 0.25% 33
2025
Q2 		$745K Buy
1,686
+1,060
+169% +$492K 0.17% 124
2025
Q1 		$318K Buy
+626
New +$309K 0.24% 113

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

Perbak Capital Partners's WSO Position: Q1 2026 in Review

Perbak Capital Partners increased its Watsco Inc (WSO) stake by 106% in Q1 2026, buying an estimated $538K and bringing the position to 2,700 shares worth $982K. The position accounts for 0.24% of the portfolio, ranked #67.

Perbak Capital Partners first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q3 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Perbak Capital Partners held 2,700 shares of Watsco Inc worth $982K as of Q1 2026.
  • Perbak Capital Partners bought 1,388 Watsco Inc shares in Q1 2026, an estimated $538K.
  • Watsco Inc made up 0.24% of Perbak Capital Partners's portfolio in Q1 2026, its #67 holding.
  • Perbak Capital Partners first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • Perbak Capital Partners's Watsco Inc position peaked at $1.41M in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.