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Avanza Fonder’s Watsco Inc WSO Stock Holding History

Avanza Fonder’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 		$5.94M Buy
14,252
+3,850
+37% +$1.55M 0.13% 154
2026
Q1 		$3.78M Hold
10,402
– – 0.1% 185
2025
Q4 		$3.5M Buy
10,402
+6,516
+168% +$2.33M 0.09% 197
2025
Q3 		$1.57M Hold
3,886
– – 0.04% 292
2025
Q2 		$1.72M Buy
3,886
+98
+3% +$45.5K 0.05% 273
2025
Q1 		$1.97M Sell
3,788
-125
-3% -$61.6K 0.06% 244
2024
Q4 		$1.85M Buy
+3,913
New +$1.98M 0.06% 261

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

Avanza Fonder's WSO Position: Q2 2026 in Review

Avanza Fonder increased its Watsco Inc (WSO) stake by 37% in Q2 2026, buying an estimated $1.55M and bringing the position to 14,252 shares worth $5.94M. The position accounts for 0.13% of the portfolio, ranked #154.

Avanza Fonder first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Avanza Fonder held 14,252 shares of Watsco Inc worth $5.94M as of Q2 2026.
  • Avanza Fonder bought 3,850 Watsco Inc shares in Q2 2026, an estimated $1.55M.
  • Watsco Inc made up 0.13% of Avanza Fonder's portfolio in Q2 2026, its #154 holding.
  • Avanza Fonder first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.