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Access Financial Services’s Watsco Inc WSO Stock Holding History

Access Financial Services’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
Q2 		$1.17M Sell
2,804
-39
-1% -$15.7K 0.38% 47
2026
Q1 		$1.03M Sell
2,843
-170
-6% -$65.9K 0.37% 48
2025
Q4 		$1.02M Sell
3,013
-511
-15% -$182K 0.37% 48
2025
Q3 		$1.42M Sell
3,524
-36
-1% -$15.4K 0.52% 40
2025
Q2 		$1.57M Buy
3,560
+148
+4% +$68.7K 0.59% 34
2025
Q1 		$1.73M Buy
3,412
+205
+6% +$101K 0.7% 24
2024
Q4 		$1.52M Buy
3,207
+14
+0.4% +$7.09K 0.68% 37
2024
Q3 		$1.57M Sell
3,193
-441
-12% -$212K 0.72% 34
2024
Q2 		$1.68M Sell
3,634
-8
-0.2% -$3.66K 0.77% 24
2024
Q1 		$1.57M Buy
3,642
+319
+10% +$128K 0.7% 40
2023
Q4 		$1.42M Sell
3,323
-594
-15% -$230K 0.73% 43
2023
Q3 		$1.48M Sell
3,917
-12
-0.3% -$4.34K 0.89% 33
2023
Q2 		$1.5M Sell
3,929
-31
-0.8% -$10.5K 0.87% 33
2023
Q1 		$1.26M Buy
3,960
+506
+15% +$149K 0.77% 39
2022
Q4 		$861K Buy
3,454
+351
+11% +$92.3K 0.53% 58
2022
Q3 		$799K Sell
3,103
-954
-24% -$259K 0.52% 58
2022
Q2 		$969K Buy
+4,057
New +$1.07M 0.55% 58

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Access Financial Services's WSO Position: Q2 2026 in Review

Access Financial Services reduced its Watsco Inc (WSO) stake by 1.4% in Q2 2026, selling an estimated $15.7K and leaving 2,804 shares worth $1.17M. The position accounts for 0.38% of the portfolio, ranked #47.

Access Financial Services first reported a position in WSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.73M in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Access Financial Services held 2,804 shares of Watsco Inc worth $1.17M as of Q2 2026.
  • Access Financial Services sold 39 Watsco Inc shares in Q2 2026, an estimated $15.7K.
  • Watsco Inc made up 0.38% of Access Financial Services's portfolio in Q2 2026, its #47 holding.
  • Access Financial Services first reported a position in Watsco Inc in Q2 2022 and has held it in 17 quarters since.
  • Access Financial Services's Watsco Inc position peaked at $1.73M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.