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 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 $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

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

Arkadios Wealth Advisors increased its Watsco Inc (WSO) stake by 0.77% in Q1 2026, buying an estimated $2.71K and bringing the position to 912 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1313.

Arkadios Wealth Advisors first reported a position in WSO in Q4 2019 and has held it in 15 quarters since. The position peaked at $402K in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Arkadios Wealth Advisors held 912 shares of Watsco Inc worth $332K as of Q1 2026.
Arkadios Wealth Advisors bought 7 Watsco Inc shares in Q1 2026, an estimated $2.71K.
Watsco Inc made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1313 holding.
Arkadios Wealth Advisors first reported a position in Watsco Inc in Q4 2019 and has held it in 15 quarters since.
Arkadios Wealth Advisors's Watsco Inc position peaked at $402K in Q2 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

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