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Arax Advisory Partners’s Watsco Inc WSO Stock Holding History

Arax Advisory Partners’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 		$472K Buy
1,133
+887
+361% +$357K ﹤0.01% 1674
2026
Q1 		$89.5K Sell
246
-256
-51% -$99.2K ﹤0.01% 1444
2025
Q4 		$169K Sell
502
-372
-43% -$133K ﹤0.01% 1110
2025
Q3 		$354K Buy
874
+663
+314% +$283K 0.01% 1041
2025
Q2 		$139K Sell
211
-30
-12% -$13.9K 0.01% 803
2025
Q1 		$122K Sell
241
-15
-6% -$7.39K 0.01% 662
2024
Q4 		$121K Buy
256
+133
+108% +$67.4K 0.01% 619
2024
Q3 		$60.7K Buy
123
+18
+17% +$8.65K 0.01% 647
2024
Q2 		$48.8K Buy
105
+20
+24% +$9.14K ﹤0.01% 669
2024
Q1 		$36.8K Hold
85
– – ﹤0.01% 552
2023
Q4 		$36.5K Buy
85
+2
+2% +$775 ﹤0.01% 540
2023
Q3 		$31.4K Sell
83
-7
-8% -$2.53K ﹤0.01% 522
2023
Q2 		$34.3K Sell
90
-5
-5% -$1.7K ﹤0.01% 510
2023
Q1 		$30.2K Hold
95
– – ﹤0.01% 522
2022
Q4 		$23.7K Sell
95
-1
-1% -$263 ﹤0.01% 543
2022
Q3 		$25K Buy
96
+5
+5% +$1.35K ﹤0.01% 539
2022
Q2 		$22K Buy
91
+82
+911% +$21.6K ﹤0.01% 555
2022
Q1 		$3K Sell
9
-7
-44% -$2K ﹤0.01% 911
2021
Q4 		$5K Hold
16
– – ﹤0.01% 779
2021
Q3 		$4K Buy
16
+6
+60% +$1.68K ﹤0.01% 797
2021
Q2 		$3K Buy
+10
New +$2.86K ﹤0.01% 823
2018
Q4 		– Sell
-140
Closed -$25K – 622
2018
Q3 		$25K Buy
+140
New +$24.7K 0.01% 375

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

Arax Advisory Partners's WSO Position: Q2 2026 in Review

Arax Advisory Partners increased its Watsco Inc (WSO) stake by 361% in Q2 2026, buying an estimated $357K and bringing the position to 1,133 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Arax Advisory Partners first reported a position in WSO in Q3 2018 and has held it in 22 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Arax Advisory Partners held 1,133 shares of Watsco Inc worth $472K as of Q2 2026.
  • Arax Advisory Partners bought 887 Watsco Inc shares in Q2 2026, an estimated $357K.
  • Watsco Inc made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1674 holding.
  • Arax Advisory Partners first reported a position in Watsco Inc in Q3 2018 and has held it in 22 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.