Prosperity Consulting Group’s Watsco Inc WSO Stock Holding History

Prosperity Consulting Group’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	$2.95M	Sell	8,105 -456	-5%	-$177K	0.13%	122
2025 Q4	$2.88M	Sell	8,561 -994	-10%	-$355K	0.13%	121
2025 Q3	$3.86M	Sell	9,555 -603	-6%	-$258K	0.19%	95
2025 Q2	$4.49M	Sell	10,158 -465	-4%	-$216K	0.33%	71
2025 Q1	$5.4M	Sell	10,623 -477	-4%	-$235K	0.42%	56
2024 Q4	$5.26M	Sell	11,100 -394	-3%	-$200K	0.4%	58
2024 Q3	$5.65M	Buy	11,494 +53	+0.5%	+$25.5K	0.44%	52
2024 Q2	$5.3M	Sell	11,441 -1,058	-8%	-$484K	0.72%	33
2024 Q1	$5.4M	Buy	+12,499	New	+$5.02M	0.68%	37

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Prosperity Consulting Group's WSO Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Watsco Inc (WSO) stake by 5.3% in Q1 2026, selling an estimated $177K and leaving 8,105 shares worth $2.95M. The position accounts for 0.13% of the portfolio, ranked #122.

Prosperity Consulting Group first reported a position in WSO in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.65M in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Prosperity Consulting Group held 8,105 shares of Watsco Inc worth $2.95M as of Q1 2026.
Prosperity Consulting Group sold 456 Watsco Inc shares in Q1 2026, an estimated $177K.
Watsco Inc made up 0.13% of Prosperity Consulting Group's portfolio in Q1 2026, its #122 holding.
Prosperity Consulting Group first reported a position in Watsco Inc in Q1 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's Watsco Inc position peaked at $5.65M in Q3 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.