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Siemens Fonds Invest’s Watsco Inc WSO Stock Holding History

Siemens Fonds Invest’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 		$174K Hold
479
– – 0.01% 486
2025
Q4 		$164K Sell
479
-436
-48% -$156K 0.01% 504
2025
Q3 		$370K Sell
915
-1
-0.1% -$428 0.02% 358
2025
Q2 		$405K Buy
916
+83
+10% +$38.5K 0.02% 341
2025
Q1 		$423K Sell
833
-728
-47% -$359K 0.03% 304
2024
Q4 		$741K Buy
1,561
+230
+17% +$116K 0.05% 243
2024
Q3 		$256K Buy
1,331
+340
+34% +$163K 0.02% 386
2024
Q2 		$459K Hold
991
– – 0.03% 289
2024
Q1 		$428K Buy
+991
New +$398K 0.03% 314

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

Siemens Fonds Invest's WSO Position: Q1 2026 in Review

Siemens Fonds Invest held its Watsco Inc (WSO) position steady in Q1 2026 at 479 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #486.

Siemens Fonds Invest first reported a position in WSO in Q1 2024 and has held it in 9 quarters since. The position peaked at $741K in Q4 2024. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Siemens Fonds Invest held 479 shares of Watsco Inc worth $174K as of Q1 2026.
  • Siemens Fonds Invest left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up 0.01% of Siemens Fonds Invest's portfolio in Q1 2026, its #486 holding.
  • Siemens Fonds Invest first reported a position in Watsco Inc in Q1 2024 and has held it in 9 quarters since.
  • Siemens Fonds Invest's Watsco Inc position peaked at $741K in Q4 2024.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.