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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Advisor OS's WSO Position: Q1 2026 in Review

Advisor OS increased its Watsco Inc (WSO) stake by 39% in Q1 2026, buying an estimated $143K and bringing the position to 1,329 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #307.

Advisor OS first reported a position in WSO in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.33M in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Advisor OS held 1,329 shares of Watsco Inc worth $483K as of Q1 2026.
  • Advisor OS bought 370 Watsco Inc shares in Q1 2026, an estimated $143K.
  • Watsco Inc made up 0.04% of Advisor OS's portfolio in Q1 2026, its #307 holding.
  • Advisor OS first reported a position in Watsco Inc in Q2 2022 and has held it in 16 quarters since.
  • Advisor OS's Watsco Inc position peaked at $1.33M in Q2 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.