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Beacon Investment Advisory Services’s Watsco Inc WSO Stock Holding History

Beacon Investment Advisory Services’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 		$29.2K Hold
70
– – ﹤0.01% 494
2026
Q1 		$25.5K Buy
+70
New +$27.1K ﹤0.01% 510

Other funds holding WSO

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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

Beacon Investment Advisory Services's WSO Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Watsco Inc (WSO) position steady in Q2 2026 at 70 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Beacon Investment Advisory Services first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Beacon Investment Advisory Services held 70 shares of Watsco Inc worth $29.2K as of Q2 2026.
  • Beacon Investment Advisory Services left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #494 holding.
  • Beacon Investment Advisory Services first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.