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Vise Technologies’s Watsco Inc WSO Stock Holding History

Vise Technologies’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 		$324K Hold
963
– – 0.01% 1103
2025
Q4 		$324K Buy
963
+216
+29% +$77.1K 0.01% 1109
2025
Q3 		$302K Buy
747
+105
+16% +$44.9K 0.01% 882
2025
Q2 		$284K Buy
+642
New +$298K 0.01% 858

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

Vise Technologies's WSO Position: Q1 2026 in Review

Vise Technologies held its Watsco Inc (WSO) position steady in Q1 2026 at 963 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #1103.

Vise Technologies first reported a position in WSO in Q2 2025 and has held it in 4 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Vise Technologies held 963 shares of Watsco Inc worth $324K as of Q1 2026.
  • Vise Technologies left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1103 holding.
  • Vise Technologies first reported a position in Watsco Inc in Q2 2025 and has held it in 4 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.