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Alliance Wealth Advisors (Utah)’s Watsco Inc WSO Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$1.26M Sell
3,015
-971
-24% -$390K 0.24% 55
2026
Q1 		$1.45M Sell
3,986
-2,115
-35% -$819K 0.31% 58
2025
Q4 		$2.06M Sell
6,101
-3,087
-34% -$1.1M 0.45% 61
2025
Q3 		$3.71M Sell
9,188
-129
-1% -$55.2K 0.87% 35
2025
Q2 		$4.11M Buy
9,317
+244
+3% +$113K 0.99% 26
2025
Q1 		$4.61M Buy
9,073
+117
+1% +$57.7K 1.2% 12
2024
Q4 		$4.24M Buy
8,956
+209
+2% +$106K 1.1% 19
2024
Q3 		$4.3M Buy
8,747
+399
+5% +$192K 1.13% 19
2024
Q2 		$3.87M Buy
8,348
+236
+3% +$108K 1.14% 21
2024
Q1 		$3.5M Buy
8,112
+526
+7% +$211K 1.05% 25
2023
Q4 		$3.25M Sell
7,586
-49
-0.6% -$19K 1.09% 22
2023
Q3 		$2.88M Buy
7,635
+301
+4% +$109K 1.07% 25
2023
Q2 		$2.8M Buy
7,334
+197
+3% +$66.8K 1.04% 22
2023
Q1 		$2.27M Buy
7,137
+34
+0.5% +$9.99K 0.91% 31
2022
Q4 		$1.77M Buy
+7,103
New +$1.87M 0.8% 41

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

Alliance Wealth Advisors (Utah)'s WSO Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Watsco Inc (WSO) stake by 24% in Q2 2026, selling an estimated $390K and leaving 3,015 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #55.

Alliance Wealth Advisors (Utah) first reported a position in WSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.61M in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 3,015 shares of Watsco Inc worth $1.26M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 971 Watsco Inc shares in Q2 2026, an estimated $390K.
  • Watsco Inc made up 0.24% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #55 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Watsco Inc in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Watsco Inc position peaked at $4.61M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.