Prudential plc’s Watsco Inc WSO Stock Holding History

Prudential plc’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	$550K	Hold	1,511	–	–	﹤0.01%	552
2025 Q4	$509K	Hold	1,511	–	–	﹤0.01%	581
2025 Q3	$611K	Buy	1,511 +1,034	+217%	+$442K	﹤0.01%	559
2025 Q2	$211K	Hold	477	–	–	﹤0.01%	746
2025 Q1	$242K	Hold	477	–	–	﹤0.01%	705
2024 Q4	$226K	Sell	477 -675	-59%	-$342K	﹤0.01%	751
2024 Q3	$567K	Buy	1,152 +675	+142%	+$324K	﹤0.01%	620
2024 Q2	$221K	Hold	477	–	–	﹤0.01%	718
2024 Q1	$206K	Sell	477 -1,673	-78%	-$672K	﹤0.01%	724
2023 Q4	$921K	Buy	2,150 +377	+21%	+$146K	0.01%	606
2023 Q3	$670K	Sell	1,773 -375	-17%	-$136K	0.01%	660
2023 Q2	$819K	Buy	+2,148	New	+$728K	0.01%	641

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

Prudential plc's WSO Position: Q1 2026 in Review

Prudential plc held its Watsco Inc (WSO) position steady in Q1 2026 at 1,511 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Prudential plc first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $921K in Q4 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Prudential plc held 1,511 shares of Watsco Inc worth $550K as of Q1 2026.
Prudential plc left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up ﹤0.01% of Prudential plc's portfolio in Q1 2026, its #552 holding.
Prudential plc first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
Prudential plc's Watsco Inc position peaked at $921K in Q4 2023.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.