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Strengthening Families & Communities LLC’s Watsco Inc WSO Stock Holding History

Strengthening Families & Communities LLC’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 		$31.4K Buy
+86
New +$33.3K 0.01% 238
2025
Q4 		– Sell
-323
Closed -$152K – 754
2025
Q3 		$152K Buy
323
+307
+1,919% +$131K 0.03% 181
2025
Q2 		$8.13K Sell
16
-245
-94% -$114K ﹤0.01% 240
2025
Q1 		$121K Buy
261
+245
+1,531% +$121K 0.07% 105
2024
Q4 		$8K Sell
16
-315
-95% -$160K ﹤0.01% 233
2024
Q3 		$163K Sell
331
-6,988
-95% -$3.36M 0.04% 163
2024
Q2 		$3.39M Buy
+7,319
New +$3.35M 0.97% 22
2023
Q4 		– Sell
-6,679
Closed -$2.52M – 404
2023
Q3 		$2.52M Buy
6,679
+306
+5% +$111K 1.09% 20
2023
Q2 		$2.43M Buy
6,373
+449
+8% +$152K 1.06% 18
2023
Q1 		$33.7K Buy
5,924
+74
+1% +$21.7K 0.68% 67
2022
Q4 		$1.46M Buy
5,850
+137
+2% +$36K 0.87% 40
2022
Q3 		$1.47M Buy
5,713
+2,769
+94% +$750K 0.77% 34
2022
Q2 		$890K Buy
2,944
+100
+4% +$26.3K 0.54% 62
2022
Q1 		$866K Buy
2,844
+2,842
+142,100% +$811K 0.53% 62
2021
Q4 		$0 Buy
+2
New +$592 ﹤0.01% 309

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

Strengthening Families & Communities LLC's WSO Position: Q1 2026 in Review

Strengthening Families & Communities LLC opened a new position in Watsco Inc (WSO) in Q1 2026: 86 shares worth $31.4K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in WSO as recently as Q3 2025.

Strengthening Families & Communities LLC first reported a position in WSO in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.39M in Q2 2024. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Strengthening Families & Communities LLC held 86 shares of Watsco Inc worth $31.4K as of Q1 2026.
  • Watsco Inc was a new Strengthening Families & Communities LLC position in Q1 2026.
  • Watsco Inc made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #238 holding.
  • Strengthening Families & Communities LLC first reported a position in Watsco Inc in Q4 2021 and has held it in 15 quarters since.
  • Strengthening Families & Communities LLC's Watsco Inc position peaked at $3.39M in Q2 2024.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.