Arete Wealth Advisors’s Watsco Inc WSO Stock Holding History

Arete Wealth Advisors’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 Q1	–	Sell	-788	Closed	-$266K	–	752
2025 Q4	$266K	Buy	788 +120	+18%	+$42.8K	0.02%	632
2025 Q3	$270K	Sell	668 -2	-0.3%	-$855	0.02%	636
2025 Q2	$296K	Sell	670 -9	-1%	-$4.17K	0.02%	564
2025 Q1	$345K	Sell	679 -219	-24%	-$108K	0.03%	488
2024 Q4	$427K	Buy	898 +86	+11%	+$43.6K	0.03%	457
2024 Q3	$397K	Sell	812 -75	-8%	-$36K	0.03%	434
2024 Q2	$411K	Buy	+887	New	+$405K	0.03%	435
2024 Q1	–	Sell	-860	Closed	-$368K	–	748
2023 Q4	$368K	Buy	860 +2	+0.2%	+$775	0.03%	487
2023 Q3	$324K	Buy	+858	New	+$310K	0.06%	326
2023 Q1	–	Sell	-20,000	Closed	-$3.49M	–	722
2022 Q4	$3.49M	Buy	+20,000	New	+$5.26M	﹤0.01%	628

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Arete Wealth Advisors's WSO Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 788 shares — an estimated $266K sold.

Arete Wealth Advisors first reported a position in WSO in Q4 2022 and held it in 10 quarters. The position peaked at $3.49M in Q4 2022. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Arete Wealth Advisors reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 788 Watsco Inc shares in Q1 2026, an estimated $266K.
Arete Wealth Advisors first reported a position in Watsco Inc in Q4 2022 and held it in 10 quarters.
Arete Wealth Advisors's Watsco Inc position peaked at $3.49M in Q4 2022.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.