TF
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Tudor Financial’s Watsco Inc WSO Stock Holding History

Tudor Financial’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 		$435K Hold
1,195
– – 0.22% 103
2025
Q4 		$403K Hold
1,195
– – 0.21% 107
2025
Q3 		$483K Hold
1,195
– – 0.26% 92
2025
Q2 		$528K Hold
1,195
– – 0.3% 87
2025
Q1 		$607K Hold
1,195
– – 0.36% 79
2024
Q4 		$566K Hold
1,195
– – 0.33% 85
2024
Q3 		$588K Buy
+1,195
New +$574K 0.36% 78

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

Tudor Financial's WSO Position: Q1 2026 in Review

Tudor Financial held its Watsco Inc (WSO) position steady in Q1 2026 at 1,195 shares worth $435K. The position accounts for 0.22% of the portfolio, ranked #103.

Tudor Financial first reported a position in WSO in Q3 2024 and has held it in 7 quarters since. The position peaked at $607K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Tudor Financial held 1,195 shares of Watsco Inc worth $435K as of Q1 2026.
  • Tudor Financial left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up 0.22% of Tudor Financial's portfolio in Q1 2026, its #103 holding.
  • Tudor Financial first reported a position in Watsco Inc in Q3 2024 and has held it in 7 quarters since.
  • Tudor Financial's Watsco Inc position peaked at $607K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.