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Ken Fisher's Watsco, Inc. (WSO) position

Yes: as of Q1 2026, Ken Fisher holds 667 shares of WSO worth $243K (0.0% of the disclosed portfolio). Last quarter the position was opened. First disclosed Q1 2026.
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Current value
$243K
Shares held
667
% of portfolio
0.0%
Est. average buy price (i)
$387.47
Quarter-end price
$363.79

Estimated trade prices

Average price in quarters with purchases
$387.47

WSO price vs Fisher's position

1Y 3Y 5Y MAX
Dates
$200$400$60020222023202420252026New position of 667 shares · Q1 2026. Average closing price $387.47 · Price range $347.20–$427.58667sharespurchased
Average closing price · filing quarter
$387.47
Price range · filing quarter
$347.20 – $427.58
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 New +667 +$258K – 667 May 5, 2026
Data through Q1 2026 · filed May 5, 2026
1 grouped rows from 1 quarters

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Common questions

Does Ken Fisher own WSO?

Yes. As of Q1 2026, Ken Fisher disclosed 667 shares of WSO, worth $243K. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ken Fisher buy WSO?

Ken Fisher first disclosed a WSO position in Q1 2026; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Ken Fisher sell WSO?

The quarter-by-quarter table above shows each sale and reduction Ken Fisher disclosed in WSO. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of WSO does Ken Fisher own?

Ken Fisher disclosed 667 shares of WSO as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ken Fisher pay for WSO?

Ken Fisher's estimated average buy price for WSO is $387.47, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.