TRCT
WSO icon

Tower Research Capital (TRC)’s Watsco Inc WSO Stock Holding History

Tower Research Capital (TRC)’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 		$442K Sell
1,216
-708
-37% -$274K 0.01% 996
2025
Q4 		$648K Sell
1,924
-27
-1% -$9.64K 0.02% 687
2025
Q3 		$789K Buy
1,951
+1,189
+156% +$508K 0.02% 614
2025
Q2 		$337K Sell
762
-550
-42% -$255K 0.01% 1323
2025
Q1 		$667K Sell
1,312
-1,312
-50% -$647K 0.02% 685
2024
Q4 		$1.24M Buy
2,624
+1,707
+186% +$865K 0.02% 532
2024
Q3 		$451K Sell
917
-867
-49% -$417K 0.01% 938
2024
Q2 		$826K Buy
1,784
+262
+17% +$120K 0.01% 911
2024
Q1 		$657K Sell
1,522
-2,325
-60% -$934K 0.02% 710
2023
Q4 		$1.65M Buy
3,847
+1,669
+77% +$647K 0.02% 576
2023
Q3 		$823K Sell
2,178
-540
-20% -$195K 0.03% 620
2023
Q2 		$1.04M Buy
2,718
+866
+47% +$294K 0.03% 496
2023
Q1 		$589K Buy
1,852
+708
+62% +$208K 0.02% 731
2022
Q4 		$285K Sell
1,144
-486
-30% -$128K 0.01% 1059
2022
Q3 		$420K Sell
1,630
-2,067
-56% -$560K 0.01% 1283
2022
Q2 		$883K Buy
3,697
+1,886
+104% +$496K 0.02% 778
2022
Q1 		$552K Sell
1,811
-1,646
-48% -$469K 0.01% 1093
2021
Q4 		$1.08M Sell
3,457
-1,595
-32% -$472K 0.02% 654
2021
Q3 		$1.34M Buy
5,052
+2,465
+95% +$691K 0.03% 396
2021
Q2 		$742K Sell
2,587
-1,883
-42% -$539K 0.02% 871
2021
Q1 		$1.17M Sell
4,470
-1,587
-26% -$391K 0.02% 689
2020
Q4 		$1.37M Sell
6,057
-2,454
-29% -$564K 0.04% 355
2020
Q3 		$1.98M Sell
8,511
-1,025
-11% -$231K 0.02% 399
2020
Q2 		$1.69M Buy
9,536
+9,145
+2,339% +$1.51M 0.07% 280
2020
Q1 		$61K Buy
+391
New +$66K ﹤0.01% 1202
2019
Q4 		– Sell
-157
Closed -$27K – 4464
2019
Q3 		$27K Sell
157
-1,739
-92% -$282K ﹤0.01% 2275
2019
Q2 		$310K Buy
1,896
+331
+21% +$52K 0.02% 674
2019
Q1 		$224K Buy
1,565
+701
+81% +$101K 0.01% 1092
2018
Q4 		$120K Sell
864
-3,213
-79% -$490K 0.01% 886
2018
Q3 		$726K Buy
4,077
+3,763
+1,198% +$665K 0.05% 320
2018
Q2 		$56K Sell
314
-1,809
-85% -$329K ﹤0.01% 1791
2018
Q1 		$384K Buy
2,123
+2,015
+1,866% +$349K 0.03% 598
2017
Q4 		$18K Buy
+108
New +$17.8K ﹤0.01% 2159
2017
Q1 		– Sell
-247
Closed -$36K – 4004
2016
Q4 		$36K Sell
247
-192
-44% -$27.8K ﹤0.01% 1661
2016
Q3 		$62K Buy
439
+19
+5% +$2.72K 0.01% 1028
2016
Q2 		$59K Buy
+420
New +$56.4K 0.01% 1457
2015
Q4 		– Sell
-500
Closed -$59K – 5114
2015
Q3 		$59K Buy
500
+310
+163% +$38.6K 0.01% 906
2015
Q2 		$24K Sell
190
-159
-46% -$19.8K ﹤0.01% 1946
2015
Q1 		$44K Buy
+349
New +$40K 0.01% 1578
2014
Q4 		– Sell
-3,996
Closed -$344K – 4760
2014
Q3 		$344K Buy
3,996
+3,319
+490% +$307K 0.04% 346
2014
Q2 		$70K Buy
677
+614
+975% +$62.1K 0.01% 1087
2014
Q1 		$6K Sell
63
-495
-89% -$47.8K ﹤0.01% 3139
2013
Q4 		$54K Sell
558
-5,637
-91% -$535K 0.01% 1324
2013
Q3 		$584K Buy
6,195
+6,095
+6,095% +$558K 0.06% 281
2013
Q2 		$8K Buy
+100
New +$8.44K ﹤0.01% 2594

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

Tower Research Capital (TRC)'s WSO Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Watsco Inc (WSO) stake by 37% in Q1 2026, selling an estimated $274K and leaving 1,216 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #996.

Tower Research Capital (TRC) first reported a position in WSO in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.98M in Q3 2020. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Tower Research Capital (TRC) held 1,216 shares of Watsco Inc worth $442K as of Q1 2026.
  • Tower Research Capital (TRC) sold 708 Watsco Inc shares in Q1 2026, an estimated $274K.
  • Watsco Inc made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #996 holding.
  • Tower Research Capital (TRC) first reported a position in Watsco Inc in Q2 2013 and has held it in 45 quarters since.
  • Tower Research Capital (TRC)'s Watsco Inc position peaked at $1.98M in Q3 2020.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.