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The company

Watsco, Inc.

WSO · NYSE

IndustrialsDistributors & WholesaleNot moving yet

WSO stood above a rising 150-day average in 7 of the last 52 weekly readings, and has been out of that trend for the last 15 weeks. It is 18.1% below that average now. Distributors & Wholesale: 40% of its 78 stocks in an uptrend (+10 points in four weeks); Industrials: 27% (−4 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 15
Industry in uptrend
40% +10 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
26
Institutions holding
731 (+18)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 7 of 52 weeks.

17 Apr – 16 Oct
27%37%46%Apr 26Jun 26Jul 26Sep 26Oct 26

Distributors & Wholesale: A minority of its stocks are in an uptrend and the share has climbed sharply over four weeks. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$5.4M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

26 disclosed lines: House 22, Senate 0, executive 4; 10 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k10 Aug 2026filed 8 Oct 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$50k–$100k18 Mar 2026filed 14 May 2026
Val T. Hoyle House: U.S. House ClerkOR04soldspouse$1k–$15k23 Sep 2025filed 10 Oct 2025
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k13 Aug 2025filed 12 Sep 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k17 Jun 2025filed 13 Aug 2025
Stephen I. Miran Executive branch: Office of Government EthicsCouncil of Economic Adviserssold$15k–$50k9 Jun 2025filed 6 Sep 2025
Keith Sonderling Executive branch: Office of Government EthicsDepartment of Laborsold$1k–$15k28 Mar 2025filed 14 May 2025
Val T. Hoyle House: U.S. House ClerkOR04boughtspouse$1k–$15k29 Oct 2024filed 12 Sep 2025
Lois Frankel House: U.S. House ClerkFL22sold$1k–$15k8 Sep 2023filed 10 Oct 2023
Lois Frankel House: U.S. House ClerkFL22sold$1k–$15k28 Jun 2023filed 28 Jul 2023
Lois Frankel House: U.S. House ClerkFL21sold$1k–$15k24 Jul 2020filed 24 Aug 2020
Donna E. Shalala House: U.S. House ClerkFL27sold$15k–$50k7 May 2020filed 15 May 2020

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders731+18 on the quarter
New · exited97 · 79
Reported value$16.1B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20264,192,919$1.7B+102,864+2.5%
Capital International Investorsadded · filed 12 Aug 20263,485,525$1.5B+8,294+0.2%
Capital Research Global Investorsadded · filed 12 Aug 20261,902,230$792.7M+3,627+0.2%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20261,770,531$737.8M+19,477+1.1%
FMR LLCreduced · filed 13 Aug 20261,705,273$710.6M-185,049−9.8%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20261,579,210$658.1M+11,711+0.7%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCadded · filed 14 Aug 20261,459,768$607.9M+119,367+8.9%
Sixth Street Partners Management Company, L.P.new · filed 14 Aug 20261,459,768$607.9M+1,459,768
STATE STREET CORPadded · filed 7 Aug 20261,323,011$551.3M+49,070+3.9%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCreduced · filed 13 Aug 20261,134,361$472.7M-194,844−14.7%
31 Mar 2023 – 30 Jun 2026
514636758Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Albert H. Nahmad Company insiderChairman and CEO · last 15 Oct 20260 · 6
Aaron J. Nahmad Company insiderPresident · last 9 Oct 20260 · 1
Barry S. Logan Company insiderExecutive Vice President · last 9 Oct 20260 · 14
Donald J. Trump Executive branchWhite House Office · last 10 Aug 20261 · 1
Ana M. Menendez Company insiderCFO / Treasurer · last 11 Mar 20260 · 1
Ana Lopez-Blazquez Company insiderDirector · last 12 Dec 20250 · 0
Denise Dickins Company insiderDirector · last 5 Dec 20251 · 1
Val T. Hoyle HouseOR04 · last 23 Sep 20251 · 1
Lisa C. McClain HouseMI09 · last 13 Aug 20251 · 1
Gary L. Tapella Company insiderDirector · last 24 Jul 20252 · 1
John Michael Custer Company insiderDirector · last 10 Jun 20250 · 1
Stephen I. Miran Executive branchCouncil of Economic Advisers · last 9 Jun 20250 · 1

Same industry

WEYS Weyco GroupLeading+31%
SCSC ScanSourceLeading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202528.0%
Operating profit marginFY 2025 · to 31 Dec 202510.0%
Free cash flow marginFY 2025 · to 31 Dec 20257.4%
Return on capital employedFY 2025 · to 31 Dec 202519.5%
Cash conversionFY 2025 · to 31 Dec 2025115%
Interest coverFY 2025 · to 31 Dec 202541.57×
Cash and equivalentsFY 2025 · to 31 Dec 2025$433.3M
Free cash flowFY 2025 · to 31 Dec 2025$535.1M

Analyst forecasts

No analyst forecasts yet.