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 New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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