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AmeriFlex Group’s Watsco Inc WSO Stock Holding History

AmeriFlex 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 		$1.25K Buy
+3
New +$1.21K ﹤0.01% 1369
2025
Q3 		– Sell
-3
Closed -$1.35K – 1377
2025
Q2 		$1.35K Buy
+3
New +$1.39K ﹤0.01% 988

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

AmeriFlex Group's WSO Position: Q2 2026 in Review

AmeriFlex Group opened a new position in Watsco Inc (WSO) in Q2 2026: 3 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in WSO as recently as Q2 2025.

AmeriFlex Group first reported a position in WSO in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.35K in Q2 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • AmeriFlex Group held 3 shares of Watsco Inc worth $1.25K as of Q2 2026.
  • Watsco Inc was a new AmeriFlex Group position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1369 holding.
  • AmeriFlex Group first reported a position in Watsco Inc in Q2 2025 and has held it in 2 quarters since.
  • AmeriFlex Group's Watsco Inc position peaked at $1.35K in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.