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Tred Avon Family Wealth’s Watsco Inc WSO Stock Holding History

Tred Avon Family Wealth’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 		$477K Buy
1,312
+138
+12% +$53.5K 0.16% 175
2025
Q4 		$396K Buy
1,174
+5
+0.4% +$1.78K 0.13% 183
2025
Q3 		$473K Buy
+1,169
New +$500K 0.16% 154

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

Tred Avon Family Wealth's WSO Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Watsco Inc (WSO) stake by 12% in Q1 2026, buying an estimated $53.5K and bringing the position to 1,312 shares worth $477K. The position accounts for 0.16% of the portfolio, ranked #175.

Tred Avon Family Wealth first reported a position in WSO in Q3 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Tred Avon Family Wealth held 1,312 shares of Watsco Inc worth $477K as of Q1 2026.
  • Tred Avon Family Wealth bought 138 Watsco Inc shares in Q1 2026, an estimated $53.5K.
  • Watsco Inc made up 0.16% of Tred Avon Family Wealth's portfolio in Q1 2026, its #175 holding.
  • Tred Avon Family Wealth first reported a position in Watsco Inc in Q3 2025 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.