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Voleon Capital Management’s Watsco Inc WSO Stock Holding History

Voleon Capital 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 		$4.11M Buy
11,290
+7,311
+184% +$2.83M 0.09% 231
2025
Q4 		$1.34M Buy
+3,979
New +$1.42M 0.03% 394

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

Voleon Capital Management's WSO Position: Q1 2026 in Review

Voleon Capital Management increased its Watsco Inc (WSO) stake by 184% in Q1 2026, buying an estimated $2.83M and bringing the position to 11,290 shares worth $4.11M. The position accounts for 0.09% of the portfolio, ranked #231.

Voleon Capital Management first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Voleon Capital Management held 11,290 shares of Watsco Inc worth $4.11M as of Q1 2026.
  • Voleon Capital Management bought 7,311 Watsco Inc shares in Q1 2026, an estimated $2.83M.
  • Watsco Inc made up 0.09% of Voleon Capital Management's portfolio in Q1 2026, its #231 holding.
  • Voleon Capital Management first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.