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Venture Visionary Partners’s Watsco Inc WSO Stock Holding History

Venture Visionary Partners’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 		$358K Sell
985
-283
-22% -$110K 0.01% 483
2025
Q4 		$433K Buy
+1,268
New +$453K 0.01% 457
2022
Q3 		– Sell
-298
Closed -$71.2K – 1559
2022
Q2 		$71.2K Buy
+298
New +$78.4K 0.01% 702

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

Venture Visionary Partners's WSO Position: Q1 2026 in Review

Venture Visionary Partners reduced its Watsco Inc (WSO) stake by 22% in Q1 2026, selling an estimated $110K and leaving 985 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #483.

Venture Visionary Partners first reported a position in WSO in Q2 2022 and has held it in 3 quarters since. The position peaked at $433K in Q4 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Venture Visionary Partners held 985 shares of Watsco Inc worth $358K as of Q1 2026.
  • Venture Visionary Partners sold 283 Watsco Inc shares in Q1 2026, an estimated $110K.
  • Watsco Inc made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #483 holding.
  • Venture Visionary Partners first reported a position in Watsco Inc in Q2 2022 and has held it in 3 quarters since.
  • Venture Visionary Partners's Watsco Inc position peaked at $433K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.