Westfield Capital Management’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 | $3.57M | Buy |
+9,822
| New | +$3.81M | 0.02% | 213 |
|
|
2025
Q1 | – | Sell |
-22,016
| Closed | -$10.4M | – | 282 |
|
|
2024
Q4 | $10.4M | Sell |
22,016
-771
| -3% | -$390K | 0.05% | 187 |
|
|
2024
Q3 | $11.2M | Buy |
22,787
+390
| +2% | +$187K | 0.05% | 194 |
|
|
2024
Q2 | $10.4M | Buy |
22,397
+1,315
| +6% | +$601K | 0.05% | 194 |
|
|
2024
Q1 | $9.11M | Sell |
21,082
-159,978
| -88% | -$64.3M | 0.05% | 198 |
|
|
2023
Q4 | $77.6M | Buy |
181,060
+4,527
| +3% | +$1.75M | 0.45% | 83 |
|
|
2023
Q3 | $66.7M | Sell |
176,533
-22,490
| -11% | -$8.13M | 0.45% | 86 |
|
|
2023
Q2 | $75.9M | Buy |
199,023
+41,824
| +27% | +$14.2M | 0.48% | 74 |
|
|
2023
Q1 | $50M | Buy |
+157,199
| New | +$46.2M | 0.35% | 117 |
|
|
2018
Q4 | – | Sell |
-114,290
| Closed | -$20.4M | – | 275 |
|
|
2018
Q3 | $20.4M | Sell |
114,290
-995
| -0.9% | -$176K | 0.14% | 179 |
|
|
2018
Q2 | $20.6M | Sell |
115,285
-26,910
| -19% | -$4.9M | 0.15% | 181 |
|
|
2018
Q1 | $25.7M | Buy |
142,195
+7,710
| +6% | +$1.34M | 0.2% | 159 |
|
|
2017
Q4 | $22.9M | Sell |
134,485
-1,259
| -0.9% | -$208K | 0.17% | 179 |
|
|
2017
Q3 | $21.9M | Sell |
135,744
-6,777
| -5% | -$1.02M | 0.17% | 180 |
|
|
2017
Q2 | $22M | Sell |
142,521
-129,396
| -48% | -$18.5M | 0.19% | 162 |
|
|
2017
Q1 | $38.9M | Sell |
271,917
-201,602
| -43% | -$30.2M | 0.33% | 105 |
|
|
2016
Q4 | $70.1M | Buy |
473,519
+188,447
| +66% | +$27.3M | 0.62% | 51 |
|
|
2016
Q3 | $40.2M | Sell |
285,072
-12,836
| -4% | -$1.84M | 0.32% | 106 |
|
|
2016
Q2 | $41.9M | Sell |
297,908
-1,995
| -0.7% | -$268K | 0.35% | 99 |
|
|
2016
Q1 | $40.4M | Sell |
299,903
-22,702
| -7% | -$2.75M | 0.31% | 104 |
|
|
2015
Q4 | $37.8M | Buy |
322,605
+4,415
| +1% | +$544K | 0.25% | 120 |
|
|
2015
Q3 | $37.7M | Sell |
318,190
-11,100
| -3% | -$1.38M | 0.27% | 114 |
|
|
2015
Q2 | $40.7M | Sell |
329,290
-90,465
| -22% | -$11.3M | 0.25% | 120 |
|
|
2015
Q1 | $52.8M | Sell |
419,755
-5,585
| -1% | -$641K | 0.3% | 115 |
|
|
2014
Q4 | $45.5M | Sell |
425,340
-104,680
| -20% | -$10.4M | 0.27% | 118 |
|
|
2014
Q3 | $45.7M | Sell |
530,020
-112,282
| -17% | -$10.4M | 0.28% | 121 |
|
|
2014
Q2 | $66M | Sell |
642,302
-1,465
| -0.2% | -$148K | 0.39% | 82 |
|
|
2014
Q1 | $64.3M | Buy |
643,767
+43,675
| +7% | +$4.22M | 0.38% | 90 |
|
|
2013
Q4 | $57.6M | Buy |
600,092
+10,665
| +2% | +$1.01M | 0.34% | 102 |
|
|
2013
Q3 | $55.6M | Sell |
589,427
-20,385
| -3% | -$1.87M | 0.36% | 98 |
|
|
2013
Q2 | $51.2M | Buy |
+609,812
| New | +$51.5M | 0.35% | 98 |
|
Other funds holding WSO
VPM
VCM
Westfield Capital Management's WSO Position: Q1 2026 in Review
Westfield Capital Management opened a new position in Watsco Inc (WSO) in Q1 2026: 9,822 shares worth $3.57M. The stake represents 0.02% of the portfolio and ranks #213 among its holdings. This is a return to the name: Westfield Capital Management previously reported a position in WSO as recently as Q4 2024.
Westfield Capital Management first reported a position in WSO in Q2 2013 and has held it in 31 quarters since. The position peaked at $77.6M in Q4 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Westfield Capital Management held 9,822 shares of Watsco Inc worth $3.57M as of Q1 2026.
- Watsco Inc was a new Westfield Capital Management position in Q1 2026.
- Watsco Inc made up 0.02% of Westfield Capital Management's portfolio in Q1 2026, its #213 holding.
- Westfield Capital Management first reported a position in Watsco Inc in Q2 2013 and has held it in 31 quarters since.
- Westfield Capital Management's Watsco Inc position peaked at $77.6M in Q4 2023.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.