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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
Q2 		$333K Buy
+800
New +$322K 0.01% 828
2026
Q1 		– Sell
-997
Closed -$336K – 1009
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 $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

Axxcess Wealth Management's WSO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Watsco Inc (WSO) in Q2 2026: 800 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in WSO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in WSO in Q1 2023 and has held it in 13 quarters since. The position peaked at $686K in Q3 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Axxcess Wealth Management held 800 shares of Watsco Inc worth $333K as of Q2 2026.
  • Watsco Inc was a new Axxcess Wealth Management position in Q2 2026.
  • Watsco Inc made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #828 holding.
  • Axxcess Wealth Management first reported a position in Watsco Inc in Q1 2023 and has held it in 13 quarters since.
  • Axxcess Wealth Management's Watsco Inc position peaked at $686K in Q3 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.