StoneX Group’s Watsco Inc WSO Stock Holding History

StoneX Group’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	–	Sell	-806	Closed	-$272K	–	1252
2025 Q4	$272K	Buy	+806	New	+$288K	0.01%	744
2025 Q2	–	Sell	-693	Closed	-$352K	–	1023
2025 Q1	$352K	Buy	693 +215	+45%	+$106K	0.02%	570
2024 Q4	$227K	Buy	+478	New	+$242K	0.01%	709
2023 Q4	–	Sell	-575	Closed	-$217K	–	464
2023 Q3	$217K	Buy	575 +4	+0.7%	+$1.45K	0.12%	270
2023 Q2	$218K	Sell	571 -295	-34%	-$100K	0.12%	273
2023 Q1	$275K	Buy	+866	New	+$254K	0.16%	195
2022 Q3	–	Sell	-1,231	Closed	-$294K	–	523
2022 Q2	$294K	Buy	1,231 +425	+53%	+$112K	0.05%	251
2022 Q1	$246K	Sell	806 -45	-5%	-$12.8K	0.02%	463
2021 Q4	$266K	Buy	+851	New	+$252K	0.03%	441

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

StoneX Group's WSO Position: Q1 2026 in Review

StoneX Group sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 806 shares — an estimated $272K sold.

StoneX Group first reported a position in WSO in Q4 2021 and held it in 9 quarters. The position peaked at $352K in Q1 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

StoneX Group reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 806 Watsco Inc shares in Q1 2026, an estimated $272K.
StoneX Group first reported a position in Watsco Inc in Q4 2021 and held it in 9 quarters.
StoneX Group's Watsco Inc position peaked at $352K in Q1 2025.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.