Prelude Capital Management’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 | – | Sell |
-1,128
| Closed | -$380K | – | 1631 |
|
|
2025
Q4 | $380K | Buy |
+1,128
| New | +$403K | 0.03% | 663 |
|
|
2024
Q4 | – | Sell |
-513
| Closed | -$252K | – | 1593 |
|
|
2024
Q3 | $252K | Buy |
+513
| New | +$247K | 0.02% | 951 |
|
|
2024
Q2 | – | Sell |
-535
| Closed | -$231K | – | 1532 |
|
|
2024
Q1 | $231K | Buy |
+535
| New | +$215K | 0.01% | 1039 |
|
|
2022
Q4 | – | Sell |
-2,923
| Closed | -$753K | – | 1647 |
|
|
2022
Q3 | $753K | Buy |
2,923
+1,110
| +61% | +$301K | 0.03% | 506 |
|
|
2022
Q2 | $433K | Buy |
+1,813
| New | +$477K | 0.01% | 877 |
|
|
2022
Q1 | – | Sell |
-3,016
| Closed | -$944K | – | 2283 |
|
|
2021
Q4 | $944K | Buy |
3,016
+453
| +18% | +$134K | 0.02% | 645 |
|
|
2021
Q3 | $678K | Buy |
+2,563
| New | +$719K | 0.02% | 741 |
|
|
2021
Q2 | – | Sell |
-1,211
| Closed | -$316K | – | 2014 |
|
|
2021
Q1 | $316K | Sell |
1,211
-220
| -15% | -$54.3K | 0.01% | 1114 |
|
|
2020
Q4 | $324K | Buy |
1,431
+1,000
| +232% | +$230K | 0.01% | 884 |
|
|
2020
Q3 | $100K | Buy |
+431
| New | +$97.1K | ﹤0.01% | 908 |
|
|
2020
Q2 | – | Sell |
-90
| Closed | -$14K | – | 2292 |
|
|
2020
Q1 | $14K | Sell |
90
-326
| -78% | -$55K | ﹤0.01% | 1070 |
|
|
2019
Q4 | $75K | Buy |
+416
| New | +$73.2K | ﹤0.01% | 1208 |
|
|
2017
Q2 | – | Sell |
-263
| Closed | -$38K | – | 1893 |
|
|
2017
Q1 | $38K | Buy |
+263
| New | +$39.4K | ﹤0.01% | 1120 |
|
|
2016
Q1 | – | Sell |
-3,375
| Closed | -$395K | – | 1556 |
|
|
2015
Q4 | $395K | Buy |
+3,375
| New | +$416K | 0.06% | 335 |
|
|
2015
Q2 | – | Sell |
-4,618
| Closed | -$580K | – | 2077 |
|
|
2015
Q1 | $580K | Buy |
4,618
+4,158
| +904% | +$477K | 0.08% | 298 |
|
|
2014
Q4 | $49K | Buy |
+460
| New | +$45.7K | 0.01% | 1248 |
|
|
2014
Q3 | – | Sell |
-350
| Closed | -$36K | – | 2166 |
|
|
2014
Q2 | $36K | Hold |
350
| – | – | ﹤0.01% | 1572 |
|
|
2014
Q1 | $35K | Sell |
350
-130
| -27% | -$12.5K | ﹤0.01% | 1485 |
|
|
2013
Q4 | $46K | Sell |
480
-2,455
| -84% | -$233K | 0.01% | 1063 |
|
|
2013
Q3 | $277K | Buy |
+2,935
| New | +$269K | 0.04% | 439 |
|
Other funds holding WSO
VPM
VCM
Prelude Capital Management's WSO Position: Q1 2026 in Review
Prelude Capital Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 1,128 shares — an estimated $380K sold.
Prelude Capital Management first reported a position in WSO in Q3 2013 and held it in 20 quarters. The position peaked at $944K in Q4 2021. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Prelude Capital Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
- Prelude Capital Management sold 1,128 Watsco Inc shares in Q1 2026, an estimated $380K.
- Prelude Capital Management first reported a position in Watsco Inc in Q3 2013 and held it in 20 quarters.
- Prelude Capital Management's Watsco Inc position peaked at $944K in Q4 2021.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.