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Advocate Investing Services’s Watsco Inc WSO Stock Holding History

Advocate Investing Services’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 		$8.75K Hold
21
– – 0.01% 275
2026
Q1 		$7.64K Hold
21
– – 0.01% 273
2025
Q4 		$7.08K Buy
+21
New +$7.5K 0.01% 263

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

Advocate Investing Services's WSO Position: Q2 2026 in Review

Advocate Investing Services held its Watsco Inc (WSO) position steady in Q2 2026 at 21 shares worth $8.75K. The position accounts for 0.01% of the portfolio, ranked #275.

Advocate Investing Services first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Advocate Investing Services held 21 shares of Watsco Inc worth $8.75K as of Q2 2026.
  • Advocate Investing Services left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #275 holding.
  • Advocate Investing Services first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.