Superior Planning, LLC’s Watsco Inc WSO Stock Holding History

Superior Planning, LLC’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 Q3	$3.94K	Buy	+13	New	+$4.34K	﹤0.01%	1299

Other funds holding WSO

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Superior Planning, LLC's WSO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Watsco Inc (WSO) in Q3 2026: 13 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings.

544 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Superior Planning, LLC held 13 shares of Watsco Inc worth $3.94K as of Q3 2026.
Watsco Inc was a new Superior Planning, LLC position in Q3 2026.
Watsco Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1299 holding.
544 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.