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 Q3	$468K	Buy	1,545 +745	+93%	+$249K	0.02%	588
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

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Axxcess Wealth Management's WSO Position: Q3 2026 in Review

Axxcess Wealth Management increased its Watsco Inc (WSO) stake by 93% in Q3 2026, buying an estimated $249K and bringing the position to 1,545 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #588.

Axxcess Wealth Management first reported a position in WSO in Q1 2023 and has held it in 14 quarters since. The position peaked at $686K in Q3 2024. 539 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Axxcess Wealth Management held 1,545 shares of Watsco Inc worth $468K as of Q3 2026.
Axxcess Wealth Management bought 745 Watsco Inc shares in Q3 2026, an estimated $249K.
Watsco Inc made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #588 holding.
Axxcess Wealth Management first reported a position in Watsco Inc in Q1 2023 and has held it in 14 quarters since.
Axxcess Wealth Management's Watsco Inc position peaked at $686K in Q3 2024.
539 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.