SRL
WSO icon

Scientech Research LLC’s Watsco Inc WSO Stock Holding History

Scientech Research LLC’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 		– Sell
-1,183
Closed -$399K – 769
2025
Q4 		$399K Buy
+1,183
New +$422K 0.25% 120
2024
Q4 		– Sell
-766
Closed -$377K – 875
2024
Q3 		$377K Buy
+766
New +$368K 0.08% 436
2024
Q2 		– Sell
-536
Closed -$232K – 773
2024
Q1 		$232K Buy
+536
New +$215K 0.12% 348

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Scientech Research LLC's WSO Position: Q1 2026 in Review

Scientech Research LLC sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 1,183 shares — an estimated $399K sold.

Scientech Research LLC first reported a position in WSO in Q1 2024 and held it in 3 quarters. The position peaked at $399K in Q4 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Scientech Research LLC reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Scientech Research LLC sold 1,183 Watsco Inc shares in Q1 2026, an estimated $399K.
  • Scientech Research LLC first reported a position in Watsco Inc in Q1 2024 and held it in 3 quarters.
  • Scientech Research LLC's Watsco Inc position peaked at $399K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Scientech Research LLC's 13F filing for Q1 2026, filed 15 May 2026.