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Albion Financial Group’s Watsco Inc WSO Stock Holding History

Albion Financial Group’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 		– Sell
-1
Closed -$364 – 756
2026
Q1 		$364 Buy
+1
New +$387 ﹤0.01% 700
2022
Q2 		– Sell
-10
Closed -$3K – 634
2022
Q1 		$3K Buy
+10
New +$2.85K ﹤0.01% 453

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

Albion Financial Group's WSO Position: Q2 2026 in Review

Albion Financial Group sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 1 share — an estimated $364 sold.

Albion Financial Group first reported a position in WSO in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Albion Financial Group reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Albion Financial Group sold 1 Watsco Inc share in Q2 2026, an estimated $364.
  • Albion Financial Group first reported a position in Watsco Inc in Q1 2022 and held it in 2 quarters.
  • Albion Financial Group's Watsco Inc position peaked at $3K in Q1 2022.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.