Sanctuary Advisors’s Watsco Inc WSO Stock Holding History

Sanctuary Advisors’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	$2.78M	Buy	7,649 +1,188	+18%	+$460K	0.02%	776
2025 Q4	$2.18M	Sell	6,461 -138	-2%	-$49.3K	0.01%	890
2025 Q3	$2.67M	Sell	6,599 -963	-13%	-$412K	0.02%	752
2025 Q2	$3.34M	Buy	7,562 +143	+2%	+$66.3K	0.02%	638
2025 Q1	$3.77M	Sell	7,419 -607	-8%	-$299K	0.03%	560
2024 Q4	$3.89M	Sell	8,026 -62	-0.8%	-$31.4K	0.02%	596
2024 Q3	$4.49M	Buy	8,088 +107	+1%	+$51.4K	0.03%	543
2024 Q2	$3.54M	Buy	+7,981	New	+$3.65M	0.03%	581

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

Sanctuary Advisors's WSO Position: Q1 2026 in Review

Sanctuary Advisors increased its Watsco Inc (WSO) stake by 18% in Q1 2026, buying an estimated $460K and bringing the position to 7,649 shares worth $2.78M. The position accounts for 0.02% of the portfolio, ranked #776.

Sanctuary Advisors first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.49M in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Sanctuary Advisors held 7,649 shares of Watsco Inc worth $2.78M as of Q1 2026.
Sanctuary Advisors bought 1,188 Watsco Inc shares in Q1 2026, an estimated $460K.
Watsco Inc made up 0.02% of Sanctuary Advisors's portfolio in Q1 2026, its #776 holding.
Sanctuary Advisors first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Watsco Inc position peaked at $4.49M in Q3 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.