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Wealth Alliance’s Watsco Inc WSO Stock Holding History

Wealth Alliance’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 		$814K Buy
2,237
+117
+6% +$45.3K 0.08% 211
2025
Q4 		$714K Buy
2,120
+115
+6% +$41.1K 0.07% 238
2025
Q3 		$811K Sell
2,005
-6
-0.3% -$2.57K 0.08% 208
2025
Q2 		$888K Buy
2,011
+35
+2% +$16.2K 0.1% 189
2025
Q1 		$1M Buy
1,976
+12
+0.6% +$5.92K 0.12% 162
2024
Q4 		$931K Sell
1,964
-32
-2% -$16.2K 0.11% 171
2024
Q3 		$982K Sell
1,996
-3
-0.2% -$1.44K 0.12% 170
2024
Q2 		$926K Sell
1,999
-248
-11% -$113K 0.12% 164
2024
Q1 		$971K Sell
2,247
-117
-5% -$47K 0.13% 163
2023
Q4 		$1.01M Sell
2,364
-64
-3% -$24.8K 0.14% 141
2023
Q3 		$917K Sell
2,428
-46
-2% -$16.6K 0.14% 145
2023
Q2 		$944K Sell
2,474
-56
-2% -$19K 0.14% 148
2023
Q1 		$805K Buy
2,530
+401
+19% +$118K 0.13% 172
2022
Q4 		$531K Sell
2,129
-365
-15% -$96K 0.09% 225
2022
Q3 		$642K Buy
2,494
+607
+32% +$164K 0.13% 178
2022
Q2 		$451K Buy
1,887
+177
+10% +$46.6K 0.09% 232
2022
Q1 		$521K Sell
1,710
-126
-7% -$35.9K 0.11% 208
2021
Q4 		$575K Sell
1,836
-57
-3% -$16.9K 0.12% 200
2021
Q3 		$501K Sell
1,893
-6
-0.3% -$1.68K 0.11% 199
2021
Q2 		$544K Sell
1,899
-70
-4% -$20K 0.13% 183
2021
Q1 		$513K Sell
1,969
-90
-4% -$22.2K 0.14% 173
2020
Q4 		$467K Buy
2,059
+44
+2% +$10.1K 0.14% 178
2020
Q3 		$469K Sell
2,015
-43
-2% -$9.69K 0.17% 151
2020
Q2 		$366K Buy
2,058
+61
+3% +$10.1K 0.14% 182
2020
Q1 		$316K Buy
+1,997
New +$337K 0.17% 150

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

Wealth Alliance's WSO Position: Q1 2026 in Review

Wealth Alliance increased its Watsco Inc (WSO) stake by 5.5% in Q1 2026, buying an estimated $45.3K and bringing the position to 2,237 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #211.

Wealth Alliance first reported a position in WSO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.01M in Q4 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Wealth Alliance held 2,237 shares of Watsco Inc worth $814K as of Q1 2026.
  • Wealth Alliance bought 117 Watsco Inc shares in Q1 2026, an estimated $45.3K.
  • Watsco Inc made up 0.08% of Wealth Alliance's portfolio in Q1 2026, its #211 holding.
  • Wealth Alliance first reported a position in Watsco Inc in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Watsco Inc position peaked at $1.01M in Q4 2023.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.