Woodline Partners’s Watsco Inc WSO Stock Holding History

Woodline Partners’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	$497K	Buy	1,367 +724	+113%	+$281K	﹤0.01%	966
2025 Q4	$217K	Buy	+643	New	+$230K	﹤0.01%	996
2024 Q4	–	Sell	-18,417	Closed	-$9.06M	–	1008
2024 Q3	$9.06M	Buy	+18,417	New	+$8.85M	0.08%	318
2024 Q2	–	Sell	-50,779	Closed	-$21.9M	–	688
2024 Q1	$21.9M	Buy	50,779 +35,882	+241%	+$14.4M	0.2%	157
2023 Q4	$6.38M	Buy	+14,897	New	+$5.77M	0.07%	288
2023 Q2	–	Sell	-18,529	Closed	-$5.9M	–	763
2023 Q1	$5.9M	Buy	+18,529	New	+$5.44M	0.08%	268

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Woodline Partners's WSO Position: Q1 2026 in Review

Woodline Partners increased its Watsco Inc (WSO) stake by 113% in Q1 2026, buying an estimated $281K and bringing the position to 1,367 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Woodline Partners first reported a position in WSO in Q1 2023 and has held it in 6 quarters since. The position peaked at $21.9M in Q1 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Woodline Partners held 1,367 shares of Watsco Inc worth $497K as of Q1 2026.
Woodline Partners bought 724 Watsco Inc shares in Q1 2026, an estimated $281K.
Watsco Inc made up ﹤0.01% of Woodline Partners's portfolio in Q1 2026, its #966 holding.
Woodline Partners first reported a position in Watsco Inc in Q1 2023 and has held it in 6 quarters since.
Woodline Partners's Watsco Inc position peaked at $21.9M in Q1 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.