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Advisor OS’s Watsco Inc WSO Stock Holding History

Advisor OS’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 		$425K Sell
1,020
-309
-23% -$124K 0.03% 354
2026
Q1 		$483K Buy
1,329
+370
+39% +$143K 0.04% 307
2025
Q4 		$323K Sell
959
-66
-6% -$23.6K 0.03% 366
2025
Q3 		$414K Buy
1,025
+3
+0.3% +$1.28K 0.04% 293
2025
Q2 		$451K Sell
1,022
-102
-9% -$47.3K 0.04% 271
2025
Q1 		$571K Sell
1,124
-47
-4% -$23.2K 0.07% 215
2024
Q4 		$555K Sell
1,171
-822
-41% -$416K 0.06% 206
2024
Q3 		$980K Sell
1,993
-870
-30% -$418K 0.1% 154
2024
Q2 		$1.33M Sell
2,863
-39
-1% -$17.8K 0.15% 118
2024
Q1 		$1.25M Buy
2,902
+381
+15% +$153K 0.14% 128
2023
Q4 		$1.08M Sell
2,521
-172
-6% -$66.6K 0.14% 133
2023
Q3 		$1.02M Buy
2,693
+28
+1% +$10.1K 0.15% 129
2023
Q2 		$1.02M Buy
2,665
+122
+5% +$41.4K 0.17% 122
2023
Q1 		$809K Buy
2,543
+103
+4% +$30.3K 0.19% 128
2022
Q4 		$608K Buy
2,440
+236
+11% +$62.1K 0.16% 135
2022
Q3 		$567K Sell
2,204
-73
-3% -$19.8K 0.17% 119
2022
Q2 		$543K Buy
+2,277
New +$599K 0.16% 136

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

Advisor OS's WSO Position: Q2 2026 in Review

Advisor OS reduced its Watsco Inc (WSO) stake by 23% in Q2 2026, selling an estimated $124K and leaving 1,020 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #354.

Advisor OS first reported a position in WSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.33M in Q2 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Advisor OS held 1,020 shares of Watsco Inc worth $425K as of Q2 2026.
  • Advisor OS sold 309 Watsco Inc shares in Q2 2026, an estimated $124K.
  • Watsco Inc made up 0.03% of Advisor OS's portfolio in Q2 2026, its #354 holding.
  • Advisor OS first reported a position in Watsco Inc in Q2 2022 and has held it in 17 quarters since.
  • Advisor OS's Watsco Inc position peaked at $1.33M in Q2 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.