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Ray Dalio's Watsco, Inc. (WSO) position

Not anymore: Ray Dalio fully exited WSO in Q1 2024. The position peaked at $2.3M in Q4 2023.
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Value at exit
$2.3M
Shares at exit
5K
Est. average buy price (i)
$379.91
Quarter-end price
$428.47

Estimated trade prices

Average price in quarters with purchases
$379.91

WSO price vs Dalio's position

1Y 3Y 5Y MAX
Dates
$200$400$60020222023202420252026New position of 2K shares · Q3 2023. Average closing price $361.55 · Price range $341.03–$380.372KsharespurchasedAdded 4K shares (243.6%) · Q4 2023. Average closing price $387.45 · Price range $340.51–$429.014Ksharespurchased
Average closing price · filing quarter
$387.45
Price range · filing quarter
$340.51 – $429.01
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2024 Exited −5K −$2.2M −100.0% 0 May 14, 2024
Q4 2023 Added +4K +$1.5M +243.6% 5K Feb 14, 2024
Q3 2023 New +2K +$569K – 2K Nov 13, 2023
Data through Q1 2024 · filed May 14, 2024
3 grouped rows from 3 quarters

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Common questions

Does Ray Dalio own WSO?

Not currently. Ray Dalio fully exited WSO in Q1 2024, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ray Dalio buy WSO?

Ray Dalio first disclosed a WSO position in Q3 2023; 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 Ray Dalio sell WSO?

Yes. Ray Dalio reduced and then fully exited WSO by Q1 2024; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of WSO does Ray Dalio own?

None as of the latest filing: Ray Dalio has exited WSO. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ray Dalio pay for WSO?

Ray Dalio's estimated average buy price for WSO is $379.91, 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.