TD Waterhouse Canada’s Watsco Inc WSO Stock Holding History

TD Waterhouse Canada’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	$444K	Buy	1,182 +922	+355%	+$357K	﹤0.01%	868
2025 Q4	$87.6K	Buy	260 +79	+44%	+$28.2K	﹤0.01%	1060
2025 Q3	$73.1K	Buy	181 +109	+151%	+$46.6K	﹤0.01%	1103
2025 Q2	$32.8K	Buy	72 +51	+243%	+$23.7K	﹤0.01%	1205
2025 Q1	$10.7K	Hold	21	–	–	﹤0.01%	1386
2024 Q4	$9.96K	Hold	21	–	–	﹤0.01%	1412
2024 Q3	$10.4K	Hold	21	–	–	﹤0.01%	1354
2024 Q2	$9.71K	Sell	21 -5	-19%	-$2.29K	﹤0.01%	1371
2024 Q1	$11.1K	Hold	26	–	–	﹤0.01%	1352
2023 Q4	$10.7K	Buy	26 +5	+24%	+$1.94K	﹤0.01%	1237
2023 Q3	$7.89K	Hold	21	–	–	﹤0.01%	1281
2023 Q2	$7.88K	Hold	21	–	–	﹤0.01%	1298
2023 Q1	$6.72K	Hold	21	–	–	﹤0.01%	1304
2022 Q4	$5.36K	Hold	21	–	–	﹤0.01%	1335
2022 Q3	$5.57K	Hold	21	–	–	﹤0.01%	1342
2022 Q2	$5.07K	Hold	21	–	–	﹤0.01%	1389
2022 Q1	$6.39K	Hold	21	–	–	﹤0.01%	1414
2021 Q4	$6.54K	Buy	+21	New	+$6.22K	﹤0.01%	1412

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

TD Waterhouse Canada's WSO Position: Q1 2026 in Review

TD Waterhouse Canada increased its Watsco Inc (WSO) stake by 355% in Q1 2026, buying an estimated $357K and bringing the position to 1,182 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

TD Waterhouse Canada first reported a position in WSO in Q4 2021 and has held it in 18 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

TD Waterhouse Canada held 1,182 shares of Watsco Inc worth $444K as of Q1 2026.
TD Waterhouse Canada bought 922 Watsco Inc shares in Q1 2026, an estimated $357K.
Watsco Inc made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #868 holding.
TD Waterhouse Canada first reported a position in Watsco Inc in Q4 2021 and has held it in 18 quarters since.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.