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Atomi Financial Group’s Watsco Inc WSO Stock Holding History

Atomi Financial Group’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 		$244K Buy
+585
New +$235K 0.01% 1126
2026
Q1 		– Sell
-1,486
Closed -$501K – 1332
2025
Q4 		$501K Sell
1,486
-246
-14% -$87.8K 0.01% 691
2025
Q3 		$700K Sell
1,732
-74
-4% -$31.6K 0.02% 503
2025
Q2 		$798K Buy
1,806
+84
+5% +$39K 0.03% 412
2025
Q1 		$875K Buy
1,722
+157
+10% +$77.4K 0.04% 347
2024
Q4 		$742K Buy
1,565
+592
+61% +$300K 0.04% 346
2024
Q3 		$479K Buy
973
+500
+106% +$240K 0.03% 467
2024
Q2 		$219K Buy
+473
New +$216K 0.02% 706

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Atomi Financial Group's WSO Position: Q2 2026 in Review

Atomi Financial Group opened a new position in Watsco Inc (WSO) in Q2 2026: 585 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #1126 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in WSO as recently as Q4 2025.

Atomi Financial Group first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $875K in Q1 2025. 785 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Atomi Financial Group held 585 shares of Watsco Inc worth $244K as of Q2 2026.
  • Watsco Inc was a new Atomi Financial Group position in Q2 2026.
  • Watsco Inc made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1126 holding.
  • Atomi Financial Group first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Watsco Inc position peaked at $875K in Q1 2025.
  • 785 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.