Sunbelt Securities’s Watsco Inc WSO Stock Holding History

Sunbelt Securities’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	$4.73K	Buy	13 +1	+8%	+$387	﹤0.01%	1698
2025 Q4	$4.04K	Hold	12	–	–	﹤0.01%	1690
2025 Q3	$4.85K	Hold	12	–	–	﹤0.01%	1643
2025 Q2	$5.69K	Hold	12	–	–	﹤0.01%	1415
2025 Q1	$6.1K	Hold	12	–	–	﹤0.01%	1376
2024 Q4	$5.7K	Hold	12	–	–	﹤0.01%	1412
2024 Q3	$5.9K	Hold	12	–	–	﹤0.01%	1400
2024 Q2	$5.56K	Hold	12	–	–	﹤0.01%	1381
2024 Q1	$5.18K	Hold	12	–	–	﹤0.01%	1360
2023 Q4	$5.14K	Hold	12	–	–	﹤0.01%	1308
2023 Q3	$4.53K	Hold	12	–	–	﹤0.01%	1335
2023 Q2	$4.58K	Hold	12	–	–	﹤0.01%	1342
2023 Q1	$3.78K	Buy	+12	New	+$3.52K	﹤0.01%	1347

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

Sunbelt Securities's WSO Position: Q1 2026 in Review

Sunbelt Securities increased its Watsco Inc (WSO) stake by 8.3% in Q1 2026, buying an estimated $387 and bringing the position to 13 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Sunbelt Securities first reported a position in WSO in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.1K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Sunbelt Securities held 13 shares of Watsco Inc worth $4.73K as of Q1 2026.
Sunbelt Securities bought 1 Watsco Inc share in Q1 2026, an estimated $387.
Watsco Inc made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1698 holding.
Sunbelt Securities first reported a position in Watsco Inc in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Watsco Inc position peaked at $6.1K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.