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Basecamp Wealth Advisors’s Watsco Inc WSO Stock Holding History

Basecamp Wealth Advisors’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 		$833 Hold
2
– – ﹤0.01% 1556
2026
Q1 		$728 Hold
2
– – ﹤0.01% 1632
2025
Q4 		$674 Buy
+2
New +$714 ﹤0.01% 1578

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

Basecamp Wealth Advisors's WSO Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Watsco Inc (WSO) position steady in Q2 2026 at 2 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Basecamp Wealth Advisors first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Basecamp Wealth Advisors held 2 shares of Watsco Inc worth $833 as of Q2 2026.
  • Basecamp Wealth Advisors left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1556 holding.
  • Basecamp Wealth Advisors first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.