VV
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Verity & Verity’s Watsco Inc WSO Stock Holding History

Verity & Verity’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 		$420K Sell
1,155
-75
-6% -$29.1K 0.03% 103
2025
Q4 		$414K Sell
1,230
-55
-4% -$19.6K 0.03% 115
2025
Q3 		$519K Sell
1,285
-37
-3% -$15.8K 0.04% 97
2025
Q2 		$584K Buy
1,322
+4
+0.3% +$1.86K 0.05% 93
2025
Q1 		$670K Sell
1,318
-41
-3% -$20.2K 0.06% 88
2024
Q4 		$644K Buy
+1,359
New +$688K 0.06% 89
2020
Q2 		– Sell
-2,070
Closed -$327K – 91
2020
Q1 		$327K Sell
2,070
-297
-13% -$50.1K 0.09% 77
2019
Q4 		$426K Sell
2,367
-10,775
-82% -$1.9M 0.08% 89
2019
Q3 		$2.18M Sell
13,142
-637
-5% -$103K 0.46% 67
2019
Q2 		$2.25M Sell
13,779
-732
-5% -$115K 0.49% 65
2019
Q1 		$2.08M Buy
14,511
+123
+0.9% +$17.6K 0.48% 69
2018
Q4 		$2M Sell
14,388
-619
-4% -$94.3K 0.54% 64
2018
Q3 		$2.67M Sell
15,007
-170
-1% -$30K 0.64% 57
2018
Q2 		$2.71M Buy
15,177
+45
+0.3% +$8.19K 0.7% 53
2018
Q1 		$2.74M Buy
15,132
+869
+6% +$151K 0.74% 52
2017
Q4 		$2.42M Sell
14,263
-302
-2% -$49.9K 0.65% 53
2017
Q3 		$2.35M Sell
14,565
-73
-0.5% -$11K 0.68% 50
2017
Q2 		$2.26M Sell
14,638
-90
-0.6% -$12.9K 0.69% 52
2017
Q1 		$2.11M Buy
+14,728
New +$2.21M 0.66% 51

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

Verity & Verity's WSO Position: Q1 2026 in Review

Verity & Verity reduced its Watsco Inc (WSO) stake by 6.1% in Q1 2026, selling an estimated $29.1K and leaving 1,155 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #103.

Verity & Verity first reported a position in WSO in Q1 2017 and has held it in 19 quarters since. The position peaked at $2.74M in Q1 2018. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Verity & Verity held 1,155 shares of Watsco Inc worth $420K as of Q1 2026.
  • Verity & Verity sold 75 Watsco Inc shares in Q1 2026, an estimated $29.1K.
  • Watsco Inc made up 0.03% of Verity & Verity's portfolio in Q1 2026, its #103 holding.
  • Verity & Verity first reported a position in Watsco Inc in Q1 2017 and has held it in 19 quarters since.
  • Verity & Verity's Watsco Inc position peaked at $2.74M in Q1 2018.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.