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V-Square Quantitative Management’s Watsco Inc WSO Stock Holding History

V-Square Quantitative 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 		$171K Buy
471
+63
+15% +$24.4K 0.02% 518
2025
Q4 		$137K Buy
+408
New +$146K 0.01% 524

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

V-Square Quantitative Management's WSO Position: Q1 2026 in Review

V-Square Quantitative Management increased its Watsco Inc (WSO) stake by 15% in Q1 2026, buying an estimated $24.4K and bringing the position to 471 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #518.

V-Square Quantitative Management first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • V-Square Quantitative Management held 471 shares of Watsco Inc worth $171K as of Q1 2026.
  • V-Square Quantitative Management bought 63 Watsco Inc shares in Q1 2026, an estimated $24.4K.
  • Watsco Inc made up 0.02% of V-Square Quantitative Management's portfolio in Q1 2026, its #518 holding.
  • V-Square Quantitative Management first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.