Simplicity Wealth’s Watsco Inc WSO Stock Holding History

Simplicity Wealth’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	$499K	Buy	1,373 +189	+16%	+$73.2K	0.03%	452
2025 Q4	$399K	Buy	1,184 +567	+92%	+$202K	0.02%	482
2025 Q3	$249K	Buy	+617	New	+$264K	0.01%	610
2024 Q3	–	Sell	-639	Closed	-$296K	–	1227
2024 Q2	$296K	Sell	639 -1	-0.2%	-$457	0.01%	950
2024 Q1	$276K	Buy	+640	New	+$257K	0.01%	948

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

Simplicity Wealth's WSO Position: Q1 2026 in Review

Simplicity Wealth increased its Watsco Inc (WSO) stake by 16% in Q1 2026, buying an estimated $73.2K and bringing the position to 1,373 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #452.

Simplicity Wealth first reported a position in WSO in Q1 2024 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Simplicity Wealth held 1,373 shares of Watsco Inc worth $499K as of Q1 2026.
Simplicity Wealth bought 189 Watsco Inc shares in Q1 2026, an estimated $73.2K.
Watsco Inc made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #452 holding.
Simplicity Wealth first reported a position in Watsco Inc in Q1 2024 and has held it in 5 quarters since.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.