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Strategic Advocates’s Watsco Inc WSO Stock Holding History

Strategic Advocates’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
-123
Closed -$42.2K – 623
2025
Q4 		$42.2K Sell
123
-60
-33% -$21.4K 0.01% 214
2025
Q3 		$74K Buy
+183
New +$78.2K 0.02% 178
2024
Q1 		– Sell
-3,741
Closed -$1.6M – 178
2023
Q4 		$1.6M Sell
3,741
-252
-6% -$97.6K 0.68% 33
2023
Q3 		$1.51M Buy
+3,993
New +$1.44M 0.71% 28

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

Strategic Advocates's WSO Position: Q1 2026 in Review

Strategic Advocates sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 123 shares — an estimated $42.2K sold.

Strategic Advocates first reported a position in WSO in Q3 2023 and held it in 4 quarters. The position peaked at $1.6M in Q4 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Strategic Advocates reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 123 Watsco Inc shares in Q1 2026, an estimated $42.2K.
  • Strategic Advocates first reported a position in Watsco Inc in Q3 2023 and held it in 4 quarters.
  • Strategic Advocates's Watsco Inc position peaked at $1.6M in Q4 2023.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

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