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Beacon Pointe Advisors’s Watsco Inc WSO Stock Holding History

Beacon Pointe 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
Q1 		$559K Sell
1,536
-106
-6% -$41.1K ﹤0.01% 1245
2025
Q4 		$553K Sell
1,642
-335
-17% -$120K ﹤0.01% 1045
2025
Q3 		$799K Sell
1,977
-358
-15% -$153K 0.01% 843
2025
Q2 		$1.03M Sell
2,335
-9
-0.4% -$4.17K 0.01% 667
2025
Q1 		$1.19M Sell
2,344
-240
-9% -$118K 0.01% 590
2024
Q4 		$1.22M Sell
2,584
-13
-0.5% -$6.58K 0.01% 586
2024
Q3 		$1.28M Sell
2,597
-271
-9% -$130K 0.01% 567
2024
Q2 		$1.33M Sell
2,868
-286
-9% -$131K 0.02% 566
2024
Q1 		$1.36M Sell
3,154
-521
-14% -$209K 0.02% 591
2023
Q4 		$1.57M Sell
3,675
-709
-16% -$275K 0.02% 537
2023
Q3 		$1.66M Buy
4,384
+980
+29% +$354K 0.02% 503
2023
Q2 		$1.3M Sell
3,404
-2,657
-44% -$901K 0.02% 463
2023
Q1 		$1.93M Buy
6,061
+66
+1% +$19.4K 0.03% 401
2022
Q4 		$1.5M Sell
5,995
-1,126
-16% -$296K 0.03% 426
2022
Q3 		$1.84M Sell
7,121
-479
-6% -$130K 0.04% 331
2022
Q2 		$1.81M Sell
7,600
-586
-7% -$154K 0.04% 344
2022
Q1 		$2.49M Buy
+8,186
New +$2.33M 0.03% 407
2021
Q4 		– Sell
-8,250
Closed -$2.18M – 1017
2021
Q3 		$2.18M Buy
+8,250
New +$2.31M 0.05% 273

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Beacon Pointe Advisors's WSO Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Watsco Inc (WSO) stake by 6.5% in Q1 2026, selling an estimated $41.1K and leaving 1,536 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Beacon Pointe Advisors first reported a position in WSO in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.49M in Q1 2022. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Beacon Pointe Advisors held 1,536 shares of Watsco Inc worth $559K as of Q1 2026.
  • Beacon Pointe Advisors sold 106 Watsco Inc shares in Q1 2026, an estimated $41.1K.
  • Watsco Inc made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1245 holding.
  • Beacon Pointe Advisors first reported a position in Watsco Inc in Q3 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Watsco Inc position peaked at $2.49M in Q1 2022.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.