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Activest Wealth Management’s Watsco Inc WSO Stock Holding History

Activest Wealth Management’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 		$10.4K Buy
+25
New +$10K ﹤0.01% 575
2025
Q2 		– Sell
-3
Closed -$1.39K – 1201
2025
Q1 		$1.52K Buy
+3
New +$1.48K ﹤0.01% 706

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Activest Wealth Management's WSO Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Watsco Inc (WSO) in Q2 2026: 25 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in WSO as recently as Q1 2025.

Activest Wealth Management first reported a position in WSO in Q1 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Activest Wealth Management held 25 shares of Watsco Inc worth $10.4K as of Q2 2026.
  • Watsco Inc was a new Activest Wealth Management position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #575 holding.
  • Activest Wealth Management first reported a position in Watsco Inc in Q1 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.