Schroder Investment Management Group’s Watsco Inc WSO Stock Holding History

Schroder Investment Management 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	$471K	Buy	1,294 +238	+23%	+$92.2K	﹤0.01%	1096
2025 Q4	$356K	Sell	1,056 -767	-42%	-$274K	﹤0.01%	1087
2025 Q3	$737K	Sell	1,823 -804	-31%	-$344K	﹤0.01%	1053
2025 Q2	$1.16M	Sell	2,627 -2,340	-47%	-$1.09M	﹤0.01%	981
2025 Q1	$2.49M	Sell	4,967 -206	-4%	-$102K	﹤0.01%	882
2024 Q4	$2.46M	Sell	5,173 -26,502	-84%	-$13.4M	﹤0.01%	895
2024 Q3	$15.7M	Sell	31,675 -694	-2%	-$334K	0.02%	583
2024 Q2	$15M	Sell	32,369 -655	-2%	-$299K	0.02%	542
2024 Q1	$14.3M	Sell	33,024 -4,706	-12%	-$1.89M	0.02%	575
2023 Q4	$16.2M	Sell	37,730 -44,081	-54%	-$17.1M	0.02%	530
2023 Q3	$30.9M	Sell	81,811 -65,341	-44%	-$23.6M	0.05%	354
2023 Q2	$56.1M	Sell	147,152 -13,873	-9%	-$4.7M	0.08%	245
2023 Q1	$51.2M	Sell	161,025 -28,116	-15%	-$8.26M	0.08%	263
2022 Q4	$47.2M	Sell	189,141 -32,412	-15%	-$8.52M	0.07%	273
2022 Q3	$57M	Sell	221,553 -41,268	-16%	-$11.2M	0.09%	220
2022 Q2	$62.5M	Buy	262,821 +142,292	+118%	+$37.4M	0.1%	215
2022 Q1	$37.1M	Sell	120,529 -46,329	-28%	-$13.2M	0.05%	347
2021 Q4	$52.2M	Buy	166,858 +5,549	+3%	+$1.64M	0.07%	281
2021 Q3	$42.7M	Sell	161,309 -59,604	-27%	-$16.7M	0.07%	313
2021 Q2	$63.3M	Buy	220,913 +210,043	+1,932%	+$60.1M	0.08%	252
2021 Q1	$2.83M	Buy	10,870 +2,138	+24%	+$527K	﹤0.01%	945
2020 Q4	$1.98M	Buy	+8,732	New	+$2.01M	﹤0.01%	1000
2019 Q2	–	Sell	-37,200	Closed	-$5.33M	–	1252
2019 Q1	$5.33M	Sell	37,200 -9,500	-20%	-$1.36M	0.01%	690
2018 Q4	$6.5K	Buy	+46,700	New	+$7.12M	0.01%	632
2016 Q4	–	Sell	-400	Closed	-$56K	–	1197
2016 Q3	$56K	Buy	+400	New	+$57.3K	﹤0.01%	1082
2015 Q2	–	Sell	-6,900	Closed	-$855K	–	1277
2015 Q1	$855K	Buy	+6,900	New	+$792K	﹤0.01%	958

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

Schroder Investment Management Group's WSO Position: Q1 2026 in Review

Schroder Investment Management Group increased its Watsco Inc (WSO) stake by 23% in Q1 2026, buying an estimated $92.2K and bringing the position to 1,294 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Schroder Investment Management Group first reported a position in WSO in Q1 2015 and has held it in 26 quarters since. The position peaked at $63.3M in Q2 2021. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Schroder Investment Management Group held 1,294 shares of Watsco Inc worth $471K as of Q1 2026.
Schroder Investment Management Group bought 238 Watsco Inc shares in Q1 2026, an estimated $92.2K.
Watsco Inc made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #1096 holding.
Schroder Investment Management Group first reported a position in Watsco Inc in Q1 2015 and has held it in 26 quarters since.
Schroder Investment Management Group's Watsco Inc position peaked at $63.3M in Q2 2021.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.