Resources Management Corp’s Watsco Inc WSO Stock Holding History

Resources Management Corp’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	$38K	Sell	105 -20	-16%	-$7.75K	0.01%	274
2025 Q4	$42K	Hold	125	–	–	0.01%	271
2025 Q3	$51K	Hold	125	–	–	0.01%	254
2025 Q2	$55K	Hold	125	–	–	0.01%	268
2025 Q1	$64K	Hold	125	–	–	0.01%	272
2024 Q4	$59K	Sell	125 -5	-4%	-$2.53K	0.01%	278
2024 Q3	$64K	Sell	130 -10	-7%	-$4.81K	0.01%	283
2024 Q2	$65K	Hold	140	–	–	0.01%	275
2024 Q1	$60K	Hold	140	–	–	0.01%	280
2023 Q4	$60K	Hold	140	–	–	0.01%	280
2023 Q3	$53K	Hold	140	–	–	0.01%	284
2023 Q2	$53K	Buy	140 +118	+536%	+$40K	0.01%	285
2023 Q1	$1K	Sell	22 -128	-85%	-$37.6K	﹤0.01%	465
2022 Q4	$37K	Hold	150	–	–	0.01%	314
2022 Q3	$39K	Hold	150	–	–	0.01%	314
2022 Q2	$36K	Hold	150	–	–	0.01%	323
2022 Q1	$46K	Hold	150	–	–	0.01%	321
2021 Q4	$47K	Hold	150	–	–	0.01%	331
2021 Q3	$40K	Hold	150	–	–	0.01%	330
2021 Q2	$43K	Hold	150	–	–	0.01%	336
2021 Q1	$39K	Hold	150	–	–	0.01%	339
2020 Q4	$34K	Hold	150	–	–	0.01%	335
2020 Q3	$35K	Hold	150	–	–	0.01%	315
2020 Q2	$27K	Hold	150	–	–	0.01%	328
2020 Q1	$24K	Hold	150	–	–	0.01%	330
2019 Q4	$27K	Hold	150	–	–	﹤0.01%	328
2019 Q3	$25K	Buy	+150	New	+$24.3K	﹤0.01%	352
2018 Q4	$20K	Sell	150 -150	-50%	-$22.9K	﹤0.01%	357
2018 Q3	$52K	Buy	+300	New	+$53K	0.01%	277

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

Resources Management Corp's WSO Position: Q1 2026 in Review

Resources Management Corp reduced its Watsco Inc (WSO) stake by 16% in Q1 2026, selling an estimated $7.75K and leaving 105 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #274.

Resources Management Corp first reported a position in WSO in Q3 2018 and has held it in 29 quarters since. The position peaked at $65K in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Resources Management Corp held 105 shares of Watsco Inc worth $38K as of Q1 2026.
Resources Management Corp sold 20 Watsco Inc shares in Q1 2026, an estimated $7.75K.
Watsco Inc made up 0.01% of Resources Management Corp's portfolio in Q1 2026, its #274 holding.
Resources Management Corp first reported a position in Watsco Inc in Q3 2018 and has held it in 29 quarters since.
Resources Management Corp's Watsco Inc position peaked at $65K in Q2 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.