SG Capital Management’s Watsco Inc WSO Stock Holding History

SG Capital Management’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	$36.4M	Buy	+100,000	New	+$38.7M	2.42%	11

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

SG Capital Management's WSO Position: Q1 2026 in Review

SG Capital Management opened a new position in Watsco Inc (WSO) in Q1 2026: 161,191 shares worth $58.6M. The stake represents 3.89% of the portfolio and ranks #2 among its holdings. This is a return to the name: SG Capital Management previously reported a position in WSO as recently as Q2 2020.

SG Capital Management first reported a position in WSO in Q1 2015 and has held it in 4 quarters since. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

SG Capital Management held 161,191 shares of Watsco Inc worth $58.6M as of Q1 2026.
Watsco Inc was a new SG Capital Management position in Q1 2026.
Watsco Inc made up 3.89% of SG Capital Management's portfolio in Q1 2026, its #2 holding.
SG Capital Management first reported a position in Watsco Inc in Q1 2015 and has held it in 4 quarters since.
768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on SG Capital Management's 13F filing for Q1 2026, filed 8 May 2026.