Solstein Capital’s Watsco Inc WSO Stock Holding History

Solstein Capital’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	Hold	42	–	–	0.01%	315
2025 Q4	$14.2K	Hold	42	–	–	0.01%	303
2025 Q3	$17K	Hold	42	–	–	﹤0.01%	290
2025 Q2	$18.5K	Hold	42	–	–	0.01%	287
2025 Q1	$21.3K	Hold	42	–	–	0.01%	195
2024 Q4	$19.9K	Hold	42	–	–	0.01%	202
2024 Q3	$20.7K	Hold	42	–	–	0.01%	203
2024 Q2	$19.5K	Hold	42	–	–	0.01%	199
2024 Q1	$18.1K	Hold	42	–	–	0.01%	202
2023 Q4	$18K	Hold	42	–	–	0.01%	194
2023 Q3	$15.9K	Hold	42	–	–	0.01%	196
2023 Q2	$16K	Buy	+42	New	+$14.2K	0.01%	196

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

Solstein Capital's WSO Position: Q1 2026 in Review

Solstein Capital held its Watsco Inc (WSO) position steady in Q1 2026 at 42 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #315.

Solstein Capital first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.3K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Solstein Capital held 42 shares of Watsco Inc worth $15.3K as of Q1 2026.
Solstein Capital left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up 0.01% of Solstein Capital's portfolio in Q1 2026, its #315 holding.
Solstein Capital first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
Solstein Capital's Watsco Inc position peaked at $21.3K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.