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
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

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

Avidian Wealth Enterprises's WSO Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Watsco Inc (WSO) stake by 13% in Q2 2026, selling an estimated $68.3K and leaving 1,159 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #486.

Avidian Wealth Enterprises first reported a position in WSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $731K in Q4 2023. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Avidian Wealth Enterprises held 1,159 shares of Watsco Inc worth $483K as of Q2 2026.
  • Avidian Wealth Enterprises sold 170 Watsco Inc shares in Q2 2026, an estimated $68.3K.
  • Watsco Inc made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #486 holding.
  • Avidian Wealth Enterprises first reported a position in Watsco Inc in Q4 2022 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Watsco Inc position peaked at $731K in Q4 2023.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.