Action Point Financial Planning’s Watsco Inc WSO Stock Holding History

Action Point Financial Planning’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	$6.67K	Buy	+17	New	+$6.83K	﹤0.01%	1673

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Action Point Financial Planning's WSO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Watsco Inc (WSO) in Q2 2026: 17 shares worth $6.67K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings.

780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Action Point Financial Planning held 17 shares of Watsco Inc worth $6.67K as of Q2 2026.
Watsco Inc was a new Action Point Financial Planning position in Q2 2026.
Watsco Inc made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1673 holding.
780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.