Arkadios Wealth Advisors’s Watsco Inc WSO Stock Holding History

Arkadios 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 Q2	–	Sell	-912	Closed	-$332K	–	1888
2026 Q1	$332K	Buy	912 +7	+0.8%	+$2.71K	0.01%	1313
2025 Q4	$305K	Sell	905 -43	-5%	-$15.4K	0.01%	1245
2025 Q3	$383K	Buy	948 +38	+4%	+$16.2K	0.01%	1064
2025 Q2	$402K	Buy	910 +231	+34%	+$107K	0.01%	939
2025 Q1	$345K	Buy	679 +71	+12%	+$35K	0.01%	851
2024 Q4	$288K	Sell	608 -36	-6%	-$18.2K	0.02%	731
2024 Q3	$317K	Buy	644 +105	+19%	+$50.5K	0.02%	684
2024 Q2	$250K	Buy	539 +6	+1%	+$2.74K	0.02%	694
2024 Q1	$230K	Sell	533 -6	-1%	-$2.41K	0.02%	619
2023 Q4	$231K	Sell	539 -129	-19%	-$50K	0.02%	614
2023 Q3	$252K	Sell	668 -40	-6%	-$14.5K	0.02%	550
2023 Q2	$270K	Sell	708 -82	-10%	-$27.8K	0.03%	476
2023 Q1	$251K	Buy	+790	New	+$232K	0.03%	488
2020 Q2	–	Sell	-17	Closed	-$2.76K	–	1160
2020 Q1	$2.76K	Hold	17	–	–	﹤0.01%	887
2019 Q4	$3.04K	Buy	+17	New	+$2.99K	﹤0.01%	769

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Arkadios Wealth Advisors's WSO Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 912 shares — an estimated $332K sold.

Arkadios Wealth Advisors first reported a position in WSO in Q4 2019 and held it in 15 quarters. The position peaked at $402K in Q2 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 912 Watsco Inc shares in Q2 2026, an estimated $332K.
Arkadios Wealth Advisors first reported a position in Watsco Inc in Q4 2019 and held it in 15 quarters.
Arkadios Wealth Advisors's Watsco Inc position peaked at $402K in Q2 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.