Watsco, Inc. (WSO) Insider Trading

Over the last 6 months, 527 institutions increased and 556 reduced their position (13F).

Insider Activity

Sentiment
50/100
Buys (3m)
0
Sells (3m)
0
Net (3m)
$0
Insider trades by month Buys Sells
May
Dec
May
Dec
Mar
Jun
Context3-month price -15.1%Institutions mixed (13F)
DateInsiderTypeSharesPrice
Jan 9, 2026Nahmad Aaron Jdirector, officer: PresidentGrant13,955—
Dec 16, 2025Lopez-Blazquez AnadirectorTax707$354.61
Dec 16, 2025Lopez-Blazquez AnadirectorOption1,000$250.84
Jul 28, 2025Tapella Gary LdirectorGrant1,000$484.69
Jun 12, 2025Custer John MichaeldirectorSell2,200$448.27
May 13, 2025Dickins DenisedirectorTax1,624$484.84
May 13, 2025Dickins DenisedirectorOption4,500$175.07
Mar 7, 2025ALVAREZ CESAR LdirectorGrant1,500$501.67
Mar 7, 2025Tapella Gary LdirectorGrant1,500$501.67
Mar 7, 2025ALVAREZ CESAR LdirectorOption1,421$175.07
Mar 7, 2025ALVAREZ CESAR LdirectorSell679$498.92
Mar 7, 2025ALVAREZ CESAR LdirectorOption2,500$175.07
Mar 7, 2025ALVAREZ CESAR LdirectorSell1,421$500.00
Mar 7, 2025ALVAREZ CESAR LdirectorOption400$175.07
Mar 4, 2025NAHMAD ALBERT Hdirector, officer: Chairman and CEOGrant10,000—
Feb 13, 2025Nahmad Aaron Jdirector, officer: PresidentGrant569—
Jan 10, 2025Nahmad Aaron Jdirector, officer: PresidentGrant8,698—
Jan 10, 2025Nahmad Aaron Jdirector, officer: PresidentGrant10,639—
Jan 10, 2025NAHMAD ALBERT Hdirector, officer: Chairman and CEOGrant11,597—
Dec 18, 2024LOGAN BARRY Sdirector, officer: Executive Vice PresidentSell10,998$508.21
Dec 18, 2024LOGAN BARRY Sdirector, officer: Executive Vice PresidentTax71,702$509.75
Jun 6, 2024Custer John MichaeldirectorOption1,666$260.28
May 14, 2024LOGAN BARRY Sdirector, officer: Executive Vice PresidentSell774$473.85
May 13, 2024Macdonald John AlexanderdirectorSell5$467.83
May 13, 2024Macdonald John AlexanderdirectorOption3,334$260.28
May 13, 2024Macdonald John AlexanderdirectorOption1,000$165.61
May 13, 2024Macdonald John AlexanderdirectorSell647$466.78
May 13, 2024Macdonald John AlexanderdirectorSell1,000$468.94
May 13, 2024Macdonald John AlexanderdirectorSell2,682$465.75
May 8, 2024Dickins DenisedirectorOption9,000$160.69

Source: WSO SEC Form 4 filings, latest Jan 9, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their WSO positions over the last 6 months (SEC Form 13F).

Increased
527
New positions
198
Reduced
556
Sold out
73
Largest moves
InstitutionActionSharesFiled
BlackRock, Inc.Increased4.2MAug 7, 2026
BLACKROCK, INC.Increased4.1MMay 13, 2026
Capital International InvestorsIncreased3.5MAug 12, 2026
CAPITAL INTERNATIONAL INVESTORSReduced3.5MMay 13, 2026
Capital Research Global InvestorsIncreased1.9MAug 12, 2026
CAPITAL RESEARCH GLOBAL INVESTORSNew Position1.9MMay 13, 2026
FMR LLCReduced1.9MMay 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCIncreased1.8MAug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCNew Position1.8MMay 8, 2026
FMR LLCReduced1.7MAug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLCIncreased1.6MAug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLCNew Position1.6MMay 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INCIncreased1.5MAug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INCReduced1.3MMay 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCReduced1.3MMay 14, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.

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