SignatureFD’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$212K Buy
583
+72
+14% +$27.9K ﹤0.01% 973
2025
Q4
$172K Sell
511
-55
-10% -$19.6K ﹤0.01% 1049
2025
Q3
$229K Sell
566
-21
-4% -$8.98K ﹤0.01% 887
2025
Q2
$259K Sell
587
-79
-12% -$36.6K ﹤0.01% 792
2025
Q1
$339K Buy
666
+73
+12% +$36K 0.01% 669
2024
Q4
$281K Sell
593
-26
-4% -$13.2K 0.01% 736
2024
Q3
$305K Sell
619
-36
-5% -$17.3K 0.01% 692
2024
Q2
$304K Buy
655
+98
+18% +$44.8K 0.01% 662
2024
Q1
$241K Sell
557
-12
-2% -$4.82K 0.01% 757
2023
Q4
$244K Sell
569
-108
-16% -$41.8K 0.01% 717
2023
Q3
$256K Buy
677
+163
+32% +$58.9K 0.01% 652
2023
Q2
$196K Sell
514
-33
-6% -$11.2K 0.01% 763
2023
Q1
$174K Sell
547
-7
-1% -$2.06K ﹤0.01% 781
2022
Q4
$138K Sell
554
-94
-15% -$24.7K ﹤0.01% 853
2022
Q3
$167K Buy
648
+105
+19% +$28.5K 0.01% 743
2022
Q2
$130K Sell
543
-223
-29% -$58.7K ﹤0.01% 864
2022
Q1
$233K Buy
766
+14
+2% +$3.99K 0.01% 667
2021
Q4
$235K Buy
752
+72
+11% +$21.3K 0.01% 652
2021
Q3
$180K Buy
680
+123
+22% +$34.5K 0.01% 736
2021
Q2
$160K Buy
557
+181
+48% +$51.8K 0.01% 756
2021
Q1
$98K Buy
376
+19
+5% +$4.68K ﹤0.01% 890
2020
Q4
$81K Sell
357
-2
-0.6% -$460 ﹤0.01% 877
2020
Q3
$84K Sell
359
-16
-4% -$3.6K ﹤0.01% 769
2020
Q2
$67K Buy
375
+187
+99% +$30.9K ﹤0.01% 840
2020
Q1
$30K Buy
188
+139
+284% +$23.5K ﹤0.01% 1085
2019
Q4
$9K Hold
49
﹤0.01% 1506
2019
Q3
$8K Hold
49
﹤0.01% 1512
2019
Q2
$8K Sell
49
-11
-18% -$1.73K ﹤0.01% 1480
2019
Q1
$9K Buy
60
+49
+445% +$7.03K ﹤0.01% 1455
2018
Q4
$2K Sell
11
-106
-91% -$16.2K ﹤0.01% 1758
2018
Q3
$21K Sell
117
-9
-7% -$1.59K ﹤0.01% 1158
2018
Q2
$22K Hold
126
﹤0.01% 1152
2018
Q1
$23K Buy
+126
New +$21.8K ﹤0.01% 1001
2016
Q4
Sell
-17
Closed -$2K 1241
2016
Q3
$2K Hold
17
﹤0.01% 1451
2016
Q2
$2K Buy
17
+10
+143% +$1.34K ﹤0.01% 1262
2016
Q1
$1K Hold
7
﹤0.01% 1328
2015
Q4
$1K Sell
7
-36
-84% -$4.44K ﹤0.01% 1234
2015
Q3
$5K Buy
+43
New +$5.36K ﹤0.01% 846

Other funds holding WSO

SignatureFD's WSO Position: Q1 2026 in Review

SignatureFD increased its Watsco Inc (WSO) stake by 14% in Q1 2026, buying an estimated $27.9K and bringing the position to 583 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

SignatureFD first reported a position in WSO in Q3 2015 and has held it in 38 quarters since. The position peaked at $339K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • SignatureFD held 583 shares of Watsco Inc worth $212K as of Q1 2026.
  • SignatureFD bought 72 Watsco Inc shares in Q1 2026, an estimated $27.9K.
  • Watsco Inc made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #973 holding.
  • SignatureFD first reported a position in Watsco Inc in Q3 2015 and has held it in 38 quarters since.
  • SignatureFD's Watsco Inc position peaked at $339K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.