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 Q3	–	Sell	-554	Closed	-$231K	–	1755
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Ashton Thomas Private Wealth's WSO Position: Q3 2026 in Review

Ashton Thomas Private Wealth sold out of Watsco Inc (WSO) in Q3 2026, closing a stake of 554 shares — an estimated $231K sold.

Ashton Thomas Private Wealth first reported a position in WSO in Q2 2024 and held it in 7 quarters. The position peaked at $280K in Q1 2025. 468 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Ashton Thomas Private Wealth reported no remaining Watsco Inc position as of Q3 2026 after selling out during the quarter.
Ashton Thomas Private Wealth sold 554 Watsco Inc shares in Q3 2026, an estimated $231K.
Ashton Thomas Private Wealth first reported a position in Watsco Inc in Q2 2024 and held it in 7 quarters.
Ashton Thomas Private Wealth's Watsco Inc position peaked at $280K in Q1 2025.
468 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.