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Apollon Wealth Management’s Watsco Inc WSO Stock Holding History

Apollon Wealth Management’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 		$3.38M Buy
8,115
+7,396
+1,029% +$2.97M 0.04% 364
2026
Q1 		$262K Buy
+719
New +$279K ﹤0.01% 1179
2025
Q4 		– Sell
-601
Closed -$243K – 1390
2025
Q3 		$243K Buy
601
+34
+6% +$14.5K ﹤0.01% 1136
2025
Q2 		$251K Sell
567
-88
-13% -$40.8K ﹤0.01% 1084
2025
Q1 		$333K Hold
655
– – 0.01% 921
2024
Q4 		$310K Sell
655
-3
-0.5% -$1.52K 0.01% 929
2024
Q3 		$323K Sell
658
-51
-7% -$24.5K 0.01% 888
2024
Q2 		$329K Buy
709
+81
+13% +$37K 0.01% 823
2024
Q1 		$271K Buy
628
+57
+10% +$22.9K 0.01% 905
2023
Q4 		$245K Buy
+571
New +$221K 0.01% 916

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

Apollon Wealth Management's WSO Position: Q2 2026 in Review

Apollon Wealth Management increased its Watsco Inc (WSO) stake by 1,029% in Q2 2026, buying an estimated $2.97M and bringing the position to 8,115 shares worth $3.38M. The position accounts for 0.04% of the portfolio, ranked #364.

Apollon Wealth Management first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Apollon Wealth Management held 8,115 shares of Watsco Inc worth $3.38M as of Q2 2026.
  • Apollon Wealth Management bought 7,396 Watsco Inc shares in Q2 2026, an estimated $2.97M.
  • Watsco Inc made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Apollon Wealth Management first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.