TrueMark Investments’s Watsco Inc WSO Stock Holding History

TrueMark 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	–	Sell	-706	Closed	-$238K	–	276
2025 Q4	$238K	Buy	+706	New	+$252K	0.05%	193
2025 Q3	–	Sell	-11,633	Closed	-$5.14M	–	236
2025 Q2	$5.14M	Buy	+11,633	New	+$5.4M	1.11%	21
2025 Q1	–	Sell	-5,231	Closed	-$2.48M	–	263
2024 Q4	$2.48M	Buy	5,231 +3,524	+206%	+$1.78M	0.79%	53
2024 Q3	$840K	Buy	1,707 +933	+121%	+$448K	0.27%	91
2024 Q2	$359K	Buy	+774	New	+$354K	0.12%	153

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

TrueMark Investments's WSO Position: Q1 2026 in Review

TrueMark Investments sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 706 shares — an estimated $238K sold.

TrueMark Investments first reported a position in WSO in Q2 2024 and held it in 5 quarters. The position peaked at $5.14M in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

TrueMark Investments reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
TrueMark Investments sold 706 Watsco Inc shares in Q1 2026, an estimated $238K.
TrueMark Investments first reported a position in Watsco Inc in Q2 2024 and held it in 5 quarters.
TrueMark Investments's Watsco Inc position peaked at $5.14M in Q2 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.