Simplex Trading
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Simplex Trading’s Watsco Inc WSO Stock Holding History

Simplex Trading’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 		$15.3K Sell
42
-729
-95% -$282K ﹤0.01% 6982
2025
Q4 		$260K Buy
771
+723
+1,506% +$258K ﹤0.01% 3964
2025
Q3 		$19K Buy
+48
New +$20.5K ﹤0.01% 7388
2023
Q4 		– Sell
-359
Closed -$139K – 9971
2023
Q3 		$135K Buy
+359
New +$130K ﹤0.01% 4790
2022
Q4 		– Sell
-2,141
Closed -$563K – 10597
2022
Q3 		$551K Buy
+2,141
New +$580K ﹤0.01% 3359
2022
Q2 		– Sell
-2,169
Closed -$571K – 11246
2022
Q1 		$660K Buy
2,169
+910
+72% +$260K ﹤0.01% 3471
2021
Q4 		$393K Buy
1,259
+552
+78% +$164K ﹤0.01% 4156
2021
Q3 		$204K Hold
707
– – ﹤0.01% 5560
2021
Q2 		$202K Buy
707
+537
+316% +$154K ﹤0.01% 5667
2021
Q1 		$44K Buy
+170
New +$41.9K ﹤0.01% 6765
2020
Q3 		– Sell
-3,106
Closed -$700K – 8636
2020
Q2 		$551K Buy
3,106
+1,965
+172% +$325K ﹤0.01% 2785
2020
Q1 		$180K Buy
1,141
+1,096
+2,436% +$185K ﹤0.01% 3726
2019
Q4 		$8K Buy
+45
New +$7.92K ﹤0.01% 6516
2019
Q1 		– Sell
-3,056
Closed -$438K – 7974
2018
Q4 		$425K Buy
3,056
+2,945
+2,653% +$449K ﹤0.01% 2384
2018
Q3 		$19K Sell
111
-927
-89% -$164K ﹤0.01% 6003
2018
Q2 		$185K Buy
1,038
+990
+2,063% +$180K ﹤0.01% 3589
2018
Q1 		$8K Buy
+48
New +$8.32K ﹤0.01% 4247
2017
Q4 		– Sell
-8,669
Closed -$1.43M – 6794
2017
Q3 		$1.4M Buy
8,669
+8,555
+7,504% +$1.29M 0.06% 273
2017
Q2 		$17K Hold
114
– – ﹤0.01% 3477
2017
Q1 		$16K Buy
+114
New +$17.1K ﹤0.01% 3511
2015
Q2 		– Sell
-771
Closed -$96K – 5952
2015
Q1 		$96K Buy
771
+672
+679% +$77.1K 0.01% 1120
2014
Q4 		$11K Buy
+99
New +$9.83K ﹤0.01% 2547

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

Simplex Trading's WSO Position: Q1 2026 in Review

Simplex Trading reduced its Watsco Inc (WSO) stake by 95% in Q1 2026, selling an estimated $282K and leaving 42 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6982.

Simplex Trading first reported a position in WSO in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.4M in Q3 2017. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Simplex Trading held 42 shares of Watsco Inc worth $15.3K as of Q1 2026.
  • Simplex Trading sold 729 Watsco Inc shares in Q1 2026, an estimated $282K.
  • Watsco Inc made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6982 holding.
  • Simplex Trading first reported a position in Watsco Inc in Q4 2014 and has held it in 22 quarters since.
  • Simplex Trading's Watsco Inc position peaked at $1.4M in Q3 2017.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.