Ashton Thomas Private Wealth’s Watsco Inc WSO Stock Holding History

Ashton Thomas Private Wealth’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	$231K	Sell	554 -47	-8%	-$18.9K	﹤0.01%	1089
2026 Q1	$219K	Buy	+601	New	+$233K	0.01%	995
2025 Q4	–	Sell	-536	Closed	-$217K	–	1060
2025 Q3	$217K	Buy	536 +51	+11%	+$21.8K	0.01%	911
2025 Q2	$214K	Sell	485 -65	-12%	-$30.2K	0.01%	785
2025 Q1	$280K	Buy	550 +6	+1%	+$2.96K	0.01%	674
2024 Q4	$258K	Buy	+544	New	+$276K	0.01%	673
2024 Q3	–	Sell	-132	Closed	-$61.1K	–	1858
2024 Q2	$61.1K	Buy	+132	New	+$60.3K	﹤0.01%	865

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

Ashton Thomas Private Wealth's WSO Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Watsco Inc (WSO) stake by 7.8% in Q2 2026, selling an estimated $18.9K and leaving 554 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Ashton Thomas Private Wealth first reported a position in WSO in Q2 2024 and has held it in 7 quarters since. The position peaked at $280K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Ashton Thomas Private Wealth held 554 shares of Watsco Inc worth $231K as of Q2 2026.
Ashton Thomas Private Wealth sold 47 Watsco Inc shares in Q2 2026, an estimated $18.9K.
Watsco Inc made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1089 holding.
Ashton Thomas Private Wealth first reported a position in Watsco Inc in Q2 2024 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's Watsco Inc position peaked at $280K in Q1 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.