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Smartleaf Asset Management’s Watsco Inc WSO Stock Holding History

Smartleaf Asset 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 		$229K Buy
656
+235
+56% +$91.1K 0.01% 735
2025
Q4 		$145K Sell
421
-53
-11% -$18.9K 0.01% 981
2025
Q3 		$190K Buy
474
+271
+133% +$116K 0.01% 753
2025
Q2 		$88.6K Buy
203
+14
+7% +$6.49K 0.01% 908
2025
Q1 		$95K Buy
189
+59
+45% +$29.1K 0.01% 856
2024
Q4 		$61.8K Buy
130
+15
+13% +$7.6K 0.01% 1078
2024
Q3 		$57.1K Buy
115
+60
+109% +$28.8K 0.01% 875
2024
Q2 		$25.4K Sell
55
-56
-50% -$25.6K ﹤0.01% 944
2024
Q1 		$48.2K Buy
111
+38
+52% +$15.3K 0.01% 685
2023
Q4 		$31.3K Buy
+73
New +$28.3K 0.01% 606

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

Smartleaf Asset Management's WSO Position: Q1 2026 in Review

Smartleaf Asset Management increased its Watsco Inc (WSO) stake by 56% in Q1 2026, buying an estimated $91.1K and bringing the position to 656 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #735.

Smartleaf Asset Management first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Smartleaf Asset Management held 656 shares of Watsco Inc worth $229K as of Q1 2026.
  • Smartleaf Asset Management bought 235 Watsco Inc shares in Q1 2026, an estimated $91.1K.
  • Watsco Inc made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #735 holding.
  • Smartleaf Asset Management first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.