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Aventura Private Wealth’s Watsco Inc WSO Stock Holding History

Aventura 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 		$417 Buy
+1
New +$402 ﹤0.01% 939
2025
Q3 		– Sell
-2
Closed -$883 – 850
2025
Q2 		$883 Sell
2
-38
-95% -$17.6K ﹤0.01% 696
2025
Q1 		$20.6K Hold
40
– – 0.01% 350
2024
Q4 		$19.1K Buy
+40
New +$20.3K 0.01% 356

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's WSO Position: Q2 2026 in Review

Aventura Private Wealth opened a new position in Watsco Inc (WSO) in Q2 2026: 1 share worth $417. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: Aventura Private Wealth previously reported a position in WSO as recently as Q2 2025.

Aventura Private Wealth first reported a position in WSO in Q4 2024 and has held it in 4 quarters since. The position peaked at $20.6K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Aventura Private Wealth held 1 share of Watsco Inc worth $417 as of Q2 2026.
  • Watsco Inc was a new Aventura Private Wealth position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #939 holding.
  • Aventura Private Wealth first reported a position in Watsco Inc in Q4 2024 and has held it in 4 quarters since.
  • Aventura Private Wealth's Watsco Inc position peaked at $20.6K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.