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Advisornet Financial’s Watsco Inc WSO Stock Holding History

Advisornet Financial’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 		$7.92K Sell
19
-9
-32% -$3.62K ﹤0.01% 1660
2026
Q1 		$10.2K Sell
28
-3
-10% -$1.16K ﹤0.01% 1535
2025
Q4 		$10.4K Buy
31
+2
+7% +$714 ﹤0.01% 1526
2025
Q3 		$11.7K Sell
29
-13
-31% -$5.56K ﹤0.01% 1471
2025
Q2 		$18.5K Buy
42
+9
+27% +$4.17K ﹤0.01% 1295
2025
Q1 		$16.8K Buy
33
+13
+65% +$6.41K ﹤0.01% 1259
2024
Q4 		$9.48K Sell
20
-1
-5% -$506 ﹤0.01% 1340
2024
Q3 		$10.3K Sell
21
-7
-25% -$3.37K ﹤0.01% 1409
2024
Q2 		$13K Sell
28
-8
-22% -$3.66K ﹤0.01% 1229
2024
Q1 		$15.6K Sell
36
-1,520
-98% -$611K ﹤0.01% 1152
2023
Q4 		$667K Buy
1,556
+1,521
+4,346% +$589K 0.06% 273
2023
Q3 		$13.2K Hold
35
– – ﹤0.01% 1170
2023
Q2 		$13.4K Hold
35
– – ﹤0.01% 1239
2023
Q1 		$11.1K Buy
35
+4
+13% +$1.18K ﹤0.01% 1272
2022
Q4 		$7.73K Sell
31
-72
-70% -$18.9K ﹤0.01% 1358
2022
Q3 		$27K Sell
103
-823
-89% -$223K ﹤0.01% 1019
2022
Q2 		$221K Buy
926
+288
+45% +$75.8K 0.02% 482
2022
Q1 		$194K Buy
638
+523
+455% +$149K 0.01% 571
2021
Q4 		$36K Hold
115
– – ﹤0.01% 1124
2021
Q3 		$30K Hold
115
– – ﹤0.01% 1147
2021
Q2 		$33K Hold
115
– – ﹤0.01% 1116
2021
Q1 		$30K Hold
115
– – ﹤0.01% 1081
2020
Q4 		$26K Hold
115
– – ﹤0.01% 1060
2020
Q3 		$27K Hold
115
– – ﹤0.01% 1021
2020
Q2 		$20K Buy
115
+4
+4% +$662 ﹤0.01% 1118
2020
Q1 		$18K Hold
111
– – ﹤0.01% 1098
2019
Q4 		$20K Hold
111
– – ﹤0.01% 1191
2019
Q3 		$19K Hold
111
– – ﹤0.01% 1206
2019
Q2 		$18K Sell
111
-304
-73% -$47.8K ﹤0.01% 1081
2019
Q1 		$59K Buy
415
+75
+22% +$10.8K 0.01% 688
2018
Q4 		$47K Buy
+340
New +$51.8K 0.01% 706

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 $3.38T AUM 44.17% 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

Advisornet Financial's WSO Position: Q2 2026 in Review

Advisornet Financial reduced its Watsco Inc (WSO) stake by 32% in Q2 2026, selling an estimated $3.62K and leaving 19 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Advisornet Financial first reported a position in WSO in Q4 2018 and has held it in 31 quarters since. The position peaked at $667K in Q4 2023. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Advisornet Financial held 19 shares of Watsco Inc worth $7.92K as of Q2 2026.
  • Advisornet Financial sold 9 Watsco Inc shares in Q2 2026, an estimated $3.62K.
  • Watsco Inc made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1660 holding.
  • Advisornet Financial first reported a position in Watsco Inc in Q4 2018 and has held it in 31 quarters since.
  • Advisornet Financial's Watsco Inc position peaked at $667K in Q4 2023.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.