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Bartlett & Co Wealth Management’s Watsco Inc WSO Stock Holding History

Bartlett & Co 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 		$8.34K Hold
20
– – ﹤0.01% 1015
2026
Q1 		$8.3K Sell
20
-10
-33% -$3.88K ﹤0.01% 945
2025
Q4 		$10.1K Buy
30
+10
+50% +$3.57K ﹤0.01% 921
2025
Q3 		$8.09K Hold
20
– – ﹤0.01% 944
2025
Q2 		$8.83K Hold
20
– – ﹤0.01% 931
2025
Q1 		$10.2K Hold
20
– – ﹤0.01% 908
2024
Q4 		$9.48K Hold
20
– – ﹤0.01% 913
2024
Q3 		$9.84K Hold
20
– – ﹤0.01% 915
2024
Q2 		$9.27K Hold
20
– – ﹤0.01% 926
2024
Q1 		$8.64K Hold
20
– – ﹤0.01% 924
2023
Q4 		$8.58K Hold
20
– – ﹤0.01% 1025
2023
Q3 		$7.55K Hold
20
– – ﹤0.01% 959
2023
Q2 		$7.63K Hold
20
– – ﹤0.01% 950
2023
Q1 		$6.36K Hold
20
– – ﹤0.01% 868
2022
Q4 		$4.99K Hold
20
– – ﹤0.01% 922
2022
Q3 		$5.15K Sell
20
-74
-79% -$20.1K ﹤0.01% 921
2022
Q2 		$22.4K Buy
+94
New +$24.7K ﹤0.01% 711
2021
Q4 		– Sell
-6
Closed -$1.59K – 898
2021
Q3 		$1.59K Hold
6
– – ﹤0.01% 893
2021
Q2 		$1.72K Hold
6
– – ﹤0.01% 875
2021
Q1 		$1.56K Hold
6
– – ﹤0.01% 916
2020
Q4 		$1.36K Hold
6
– – ﹤0.01% 988
2020
Q3 		$1.4K Hold
6
– – ﹤0.01% 798
2020
Q2 		$1.07K Hold
6
– – ﹤0.01% 813
2020
Q1 		$948 Buy
6
+3
+100% +$507 ﹤0.01% 805
2019
Q4 		$540 Sell
3
-9
-75% -$1.58K ﹤0.01% 841
2019
Q3 		$2.03K Hold
12
– – ﹤0.01% 824
2019
Q2 		$1.96K Buy
+12
New +$1.89K ﹤0.01% 677

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

Bartlett & Co Wealth Management's WSO Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Watsco Inc (WSO) position steady in Q2 2026 at 20 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Bartlett & Co Wealth Management first reported a position in WSO in Q2 2019 and has held it in 27 quarters since. The position peaked at $22.4K in Q2 2022. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Bartlett & Co Wealth Management held 20 shares of Watsco Inc worth $8.34K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1015 holding.
  • Bartlett & Co Wealth Management first reported a position in Watsco Inc in Q2 2019 and has held it in 27 quarters since.
  • Bartlett & Co Wealth Management's Watsco Inc position peaked at $22.4K in Q2 2022.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.