AWM
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Axxcess Wealth Management’s Watsco Inc WSO Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-997
Closed -$336K – 1019
2025
Q4 		$336K Sell
997
-190
-16% -$67.8K 0.01% 817
2025
Q3 		$480K Sell
1,187
-14
-1% -$5.99K 0.01% 631
2025
Q2 		$530K Sell
1,201
-3
-0.2% -$1.39K 0.01% 583
2025
Q1 		$612K Sell
1,204
-187
-13% -$92.2K 0.02% 504
2024
Q4 		$659K Sell
1,391
-5
-0.4% -$2.53K 0.02% 489
2024
Q3 		$686K Sell
1,396
-17
-1% -$8.17K 0.02% 483
2024
Q2 		$654K Sell
1,413
-9
-0.6% -$4.11K 0.02% 471
2024
Q1 		$614K Sell
1,422
-2
-0.1% -$803 0.02% 487
2023
Q4 		$610K Buy
1,424
+645
+83% +$250K 0.02% 467
2023
Q3 		$294K Buy
779
+80
+11% +$28.9K 0.01% 602
2023
Q2 		$267K Sell
699
-42
-6% -$14.2K 0.02% 481
2023
Q1 		$236K Buy
+741
New +$218K 0.02% 546

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return