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Principal Securities’s Watsco Inc WSO Stock Holding History

Principal Securities’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 		– Sell
-632
Closed -$213K – 1478
2025
Q4 		$213K Buy
632
+99
+19% +$35.4K ﹤0.01% 1301
2025
Q3 		$215K Buy
533
+147
+38% +$62.9K ﹤0.01% 1256
2025
Q2 		$170K Buy
386
+13
+3% +$6.03K ﹤0.01% 1298
2025
Q1 		$177K Hold
373
– – ﹤0.01% 1178
2024
Q4 		$177K Buy
373
+24
+7% +$12.2K ﹤0.01% 1177
2024
Q3 		$172K Buy
349
+39
+13% +$18.7K ﹤0.01% 1163
2024
Q2 		$144K Sell
310
-52
-14% -$23.8K ﹤0.01% 1184
2024
Q1 		$156K Buy
362
+8
+2% +$3.21K ﹤0.01% 1118
2023
Q4 		$152K Buy
+354
New +$137K 0.01% 1018

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Securities's WSO Position: Q1 2026 in Review

Principal Securities sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 632 shares — an estimated $213K sold.

Principal Securities first reported a position in WSO in Q4 2023 and held it in 9 quarters. The position peaked at $215K in Q3 2025. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Principal Securities reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Principal Securities sold 632 Watsco Inc shares in Q1 2026, an estimated $213K.
  • Principal Securities first reported a position in Watsco Inc in Q4 2023 and held it in 9 quarters.
  • Principal Securities's Watsco Inc position peaked at $215K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.