AWE
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Avidian Wealth Enterprises’s Watsco Inc WSO Stock Holding History

Avidian Wealth Enterprises’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 		$404K Buy
1,336
+177
+15% +$59.2K 0.01% 536
2026
Q2 		$483K Sell
1,159
-170
-13% -$68.3K 0.01% 486
2026
Q1 		$483K Buy
1,329
+278
+26% +$108K 0.02% 442
2025
Q4 		$354K Sell
1,051
-69
-6% -$24.6K 0.01% 441
2025
Q3 		$453K Buy
1,120
+11
+1% +$4.7K 0.02% 392
2025
Q2 		$490K Sell
1,109
-106
-9% -$49.2K 0.02% 340
2025
Q1 		$618K Buy
1,215
+19
+2% +$9.37K 0.03% 269
2024
Q4 		$567K Buy
1,196
+21
+2% +$10.6K 0.03% 276
2024
Q3 		$578K Buy
1,175
+7
+0.6% +$3.37K 0.03% 275
2024
Q2 		$541K Sell
1,168
-267
-19% -$122K 0.02% 278
2024
Q1 		$620K Sell
1,435
-272
-16% -$109K 0.03% 235
2023
Q4 		$731K Buy
1,707
+137
+9% +$53.1K 0.05% 200
2023
Q3 		$593K Buy
1,570
+284
+22% +$103K 0.04% 226
2023
Q2 		$491K Sell
1,286
-162
-11% -$54.9K 0.03% 270
2023
Q1 		$461K Sell
1,448
-1
-0.1% -$294 0.03% 306
2022
Q4 		$361K Buy
+1,449
New +$381K 0.02% 328

Other funds holding WSO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's WSO Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Watsco Inc (WSO) stake by 15% in Q3 2026, buying an estimated $59.2K and bringing the position to 1,336 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #536.

Avidian Wealth Enterprises first reported a position in WSO in Q4 2022 and has held it in 16 quarters since. The position peaked at $731K in Q4 2023. 27 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Avidian Wealth Enterprises held 1,336 shares of Watsco Inc worth $404K as of Q3 2026.
  • Avidian Wealth Enterprises bought 177 Watsco Inc shares in Q3 2026, an estimated $59.2K.
  • Watsco Inc made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #536 holding.
  • Avidian Wealth Enterprises first reported a position in Watsco Inc in Q4 2022 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's Watsco Inc position peaked at $731K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.