Voya Financial Advisors’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $494K | Buy |
+1,424
| New | +$552K | 0.05% | 134 |
|
|
2025
Q2 | – | Sell |
-451
| Closed | -$226K | – | 240 |
|
|
2025
Q1 | $226K | Sell |
451
-10
| -2% | -$4.93K | 0.03% | 209 |
|
|
2024
Q4 | $219K | Hold |
461
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $229K | Sell |
461
-27
| -6% | -$13K | 0.02% | 211 |
|
|
2024
Q2 | $225K | Sell |
488
-181
| -27% | -$82.7K | 0.03% | 217 |
|
|
2024
Q1 | $291K | Sell |
669
-38
| -5% | -$15.3K | 0.03% | 199 |
|
|
2023
Q4 | $303K | Sell |
707
-52
| -7% | -$20.1K | 0.04% | 190 |
|
|
2023
Q3 | $289K | Sell |
759
-42
| -5% | -$15.2K | 0.04% | 186 |
|
|
2023
Q2 | $302K | Sell |
801
-107
| -12% | -$36.3K | 0.04% | 189 |
|
|
2023
Q1 | $286K | Sell |
908
-72
| -7% | -$21.1K | 0.04% | 191 |
|
|
2022
Q4 | $247K | Sell |
980
-110
| -10% | -$28.9K | 0.03% | 201 |
|
|
2022
Q3 | $279K | Sell |
1,090
-37
| -3% | -$10K | 0.04% | 192 |
|
|
2022
Q2 | $268K | Sell |
1,127
-65
| -5% | -$17.1K | 0.03% | 205 |
|
|
2022
Q1 | $367K | Sell |
1,192
-131
| -10% | -$37.4K | 0.04% | 189 |
|
|
2021
Q4 | $409K | Buy |
1,323
+5
| +0.4% | +$1.48K | 0.05% | 180 |
|
|
2021
Q3 | $358K | Buy |
1,318
+75
| +6% | +$21K | 0.04% | 194 |
|
|
2021
Q2 | $354K | Sell |
1,243
-1,977
| -61% | -$566K | 0.05% | 192 |
|
|
2021
Q1 | $838K | Buy |
3,220
+544
| +20% | +$134K | 0.03% | 313 |
|
|
2020
Q4 | $610K | Buy |
2,676
+194
| +8% | +$44.6K | 0.03% | 359 |
|
|
2020
Q3 | $577K | Sell |
2,482
-473
| -16% | -$107K | 0.03% | 341 |
|
|
2020
Q2 | $515K | Sell |
2,955
-346
| -10% | -$57.3K | 0.03% | 359 |
|
|
2020
Q1 | $514K | Sell |
3,301
-201
| -6% | -$33.9K | 0.03% | 340 |
|
|
2019
Q4 | $632K | Buy |
3,502
+180
| +5% | +$31.7K | 0.03% | 353 |
|
|
2019
Q3 | $553K | Sell |
3,322
-94
| -3% | -$15.2K | 0.03% | 370 |
|
|
2019
Q2 | $558K | Sell |
3,416
-59
| -2% | -$9.27K | 0.03% | 366 |
|
|
2019
Q1 | $493K | Buy |
3,475
+70
| +2% | +$10K | 0.03% | 376 |
|
|
2018
Q4 | $470K | Buy |
3,405
+747
| +28% | +$114K | 0.03% | 340 |
|
|
2018
Q3 | $471K | Buy |
2,658
+498
| +23% | +$88K | 0.03% | 370 |
|
|
2018
Q2 | $382K | Buy |
2,160
+536
| +33% | +$97.5K | 0.02% | 378 |
|
|
2018
Q1 | $286K | Buy |
1,624
+337
| +26% | +$58.4K | 0.02% | 439 |
|
|
2017
Q4 | $221K | Buy |
+1,287
| New | +$213K | 0.01% | 511 |
|
Other funds holding WSO
VPM
VCM
Voya Financial Advisors's WSO Position: Q1 2026 in Review
Voya Financial Advisors opened a new position in Watsco Inc (WSO) in Q1 2026: 1,424 shares worth $494K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings. This is a return to the name: Voya Financial Advisors previously reported a position in WSO as recently as Q1 2025.
Voya Financial Advisors first reported a position in WSO in Q4 2017 and has held it in 31 quarters since. The position peaked at $838K in Q1 2021. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Voya Financial Advisors held 1,424 shares of Watsco Inc worth $494K as of Q1 2026.
- Watsco Inc was a new Voya Financial Advisors position in Q1 2026.
- Watsco Inc made up 0.05% of Voya Financial Advisors's portfolio in Q1 2026, its #134 holding.
- Voya Financial Advisors first reported a position in Watsco Inc in Q4 2017 and has held it in 31 quarters since.
- Voya Financial Advisors's Watsco Inc position peaked at $838K in Q1 2021.
- 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Voya Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.