Tidal Investments’s Watsco Inc WSO Stock Holding History

Tidal Investments’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	$394K	Sell	1,084 -2,075	-66%	-$804K	﹤0.01%	1933
2025 Q4	$1.06M	Buy	3,159 +2,147	+212%	+$767K	﹤0.01%	1237
2025 Q3	$409K	Buy	1,012 +346	+52%	+$148K	﹤0.01%	1675
2025 Q2	$294K	Sell	666 -294	-31%	-$136K	﹤0.01%	1640
2025 Q1	$488K	Buy	960 +12	+1%	+$5.92K	﹤0.01%	1336
2024 Q4	$449K	Sell	948 -1,321	-58%	-$669K	﹤0.01%	1435
2024 Q3	$1.12M	Buy	2,269 +69	+3%	+$33.2K	0.01%	935
2024 Q2	$1.02M	Buy	2,200 +1,704	+344%	+$779K	0.01%	884
2024 Q1	$214K	Buy	+496	New	+$199K	﹤0.01%	1543
2023 Q4	–	Sell	-2,382	Closed	-$900K	–	1537
2023 Q3	$900K	Buy	2,382 +121	+5%	+$43.7K	0.03%	585
2023 Q2	$863K	Buy	2,261 +1,445	+177%	+$490K	0.03%	587
2023 Q1	$260K	Buy	+816	New	+$240K	0.01%	1077

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

Tidal Investments's WSO Position: Q1 2026 in Review

Tidal Investments reduced its Watsco Inc (WSO) stake by 66% in Q1 2026, selling an estimated $804K and leaving 1,084 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Tidal Investments first reported a position in WSO in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Tidal Investments held 1,084 shares of Watsco Inc worth $394K as of Q1 2026.
Tidal Investments sold 2,075 Watsco Inc shares in Q1 2026, an estimated $804K.
Watsco Inc made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1933 holding.
Tidal Investments first reported a position in Watsco Inc in Q1 2023 and has held it in 12 quarters since.
Tidal Investments's Watsco Inc position peaked at $1.12M in Q3 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.