Tucker Asset Management’s Watsco Inc WSO Stock Holding History

Tucker Asset Management’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	-7	Closed	-$2.36K	–	1032
2025 Q4	$2.36K	Buy	+7	New	+$2.5K	﹤0.01%	819
2025 Q1	–	Sell	-7	Closed	-$3.32K	–	947
2024 Q4	$3.32K	Hold	7	–	–	﹤0.01%	1092
2024 Q3	$3.44K	Sell	7 -5	-42%	-$2.4K	﹤0.01%	1030
2024 Q2	$5.56K	Buy	12 +7	+140%	+$3.2K	﹤0.01%	1012
2024 Q1	$2.16K	Hold	5	–	–	﹤0.01%	1295
2023 Q4	$2.14K	Hold	5	–	–	﹤0.01%	1113
2023 Q3	$1.89K	Hold	5	–	–	﹤0.01%	1047
2023 Q2	$1.91K	Sell	5 -9	-64%	-$3.05K	﹤0.01%	865
2023 Q1	$4.45K	Buy	14 +9	+180%	+$2.64K	﹤0.01%	734
2022 Q4	$1.26K	Hold	5	–	–	﹤0.01%	617
2022 Q3	$1.35K	Hold	5	–	–	﹤0.01%	617
2022 Q2	$1.19K	Hold	5	–	–	﹤0.01%	508
2022 Q1	$1.52K	Hold	5	–	–	﹤0.01%	456
2021 Q4	$1.54K	Hold	5	–	–	﹤0.01%	378
2021 Q3	$1.45K	Hold	5	–	–	﹤0.01%	312
2021 Q2	$1.43K	Hold	5	–	–	﹤0.01%	288
2021 Q1	$1.3K	Sell	5 -3	-38%	-$740	﹤0.01%	276
2020 Q4	$1.81K	Buy	+8	New	+$1.84K	﹤0.01%	279

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Tucker Asset Management's WSO Position: Q1 2026 in Review

Tucker Asset Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 7 shares — an estimated $2.36K sold.

Tucker Asset Management first reported a position in WSO in Q4 2020 and held it in 18 quarters. The position peaked at $5.56K in Q2 2024. 770 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Tucker Asset Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 7 Watsco Inc shares in Q1 2026, an estimated $2.36K.
Tucker Asset Management first reported a position in Watsco Inc in Q4 2020 and held it in 18 quarters.
Tucker Asset Management's Watsco Inc position peaked at $5.56K in Q2 2024.
770 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.