Squarepoint’s Watsco Inc WSO Stock Holding History

Squarepoint’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
2025 Q1	–	Sell	-500	Closed	-$237K	–	5524
2024 Q4	$237K	Buy	+500	New	+$253K	﹤0.01%	4342

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

Squarepoint's WSO Position: Q1 2026 in Review

Squarepoint sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 4,497 shares — an estimated $1.52M sold.

Squarepoint first reported a position in WSO in Q2 2015 and held it in 37 quarters. The position peaked at $82.9M in Q1 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Squarepoint reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Squarepoint sold 4,497 Watsco Inc shares in Q1 2026, an estimated $1.52M.
Squarepoint first reported a position in Watsco Inc in Q2 2015 and held it in 37 quarters.
Squarepoint's Watsco Inc position peaked at $82.9M in Q1 2025.
768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.