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Vanguard Personalized Indexing Management’s Watsco Inc WSO Stock Holding History

Vanguard Personalized Indexing 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 		$1.64M Buy
4,510
+329
+8% +$127K 0.02% 688
2025
Q4 		$1.41M Buy
4,181
+360
+9% +$129K 0.01% 749
2025
Q3 		$1.55M Sell
3,821
-264
-6% -$113K 0.02% 698
2025
Q2 		$1.8M Sell
4,085
-318
-7% -$148K 0.02% 601
2025
Q1 		$2.24M Buy
4,403
+563
+15% +$278K 0.03% 461
2024
Q4 		$1.82M Buy
3,840
+189
+5% +$95.7K 0.03% 511
2024
Q3 		$1.8M Buy
3,651
+152
+4% +$73.1K 0.03% 506
2024
Q2 		$1.62M Buy
3,499
+648
+23% +$296K 0.03% 479
2024
Q1 		$1.23M Sell
2,851
-987
-26% -$397K 0.03% 564
2023
Q4 		$1.64M Buy
3,838
+482
+14% +$187K 0.04% 417
2023
Q3 		$1.27M Buy
3,356
+52
+2% +$18.8K 0.04% 450
2023
Q2 		$1.26M Buy
3,304
+29
+0.9% +$9.83K 0.04% 462
2023
Q1 		$1.04M Buy
3,275
+491
+18% +$144K 0.04% 510
2022
Q4 		$694K Buy
2,784
+1,363
+96% +$358K 0.03% 667
2022
Q3 		$366K Sell
1,421
-179
-11% -$48.5K 0.02% 895
2022
Q2 		$382K Sell
1,600
-1,341
-46% -$353K 0.02% 908
2022
Q1 		$896K Buy
2,941
+892
+44% +$254K 0.04% 512
2021
Q4 		$641K Buy
2,049
+1,048
+105% +$310K 0.04% 600
2021
Q3 		$265K Sell
1,001
-358
-26% -$100K 0.02% 822
2021
Q2 		$390K Buy
+1,359
New +$389K 0.04% 609

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

Vanguard Personalized Indexing Management's WSO Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Watsco Inc (WSO) stake by 7.9% in Q1 2026, buying an estimated $127K and bringing the position to 4,510 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #688.

Vanguard Personalized Indexing Management first reported a position in WSO in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.24M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Vanguard Personalized Indexing Management held 4,510 shares of Watsco Inc worth $1.64M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 329 Watsco Inc shares in Q1 2026, an estimated $127K.
  • Watsco Inc made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #688 holding.
  • Vanguard Personalized Indexing Management first reported a position in Watsco Inc in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Watsco Inc position peaked at $2.24M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.