Bedel Financial Consulting’s Watsco Inc WSO Stock Holding History

Bedel Financial Consulting’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	$208K	Buy	+500	New	+$201K	0.02%	300
2025 Q4	–	Sell	-500	Closed	-$202K	–	302
2025 Q3	$202K	Hold	500	–	–	0.03%	282
2025 Q2	$221K	Hold	500	–	–	0.03%	251
2025 Q1	$237K	Hold	500	–	–	0.03%	235
2024 Q4	$237K	Hold	500	–	–	0.03%	236
2024 Q3	$246K	Hold	500	–	–	0.03%	227
2024 Q2	$232K	Hold	500	–	–	0.03%	224
2024 Q1	$216K	Hold	500	–	–	0.03%	234
2023 Q4	$214K	Buy	+500	New	+$194K	0.04%	229
2022 Q2	–	Sell	-500	Closed	-$152K	–	931
2022 Q1	$152K	Hold	500	–	–	0.05%	219
2021 Q4	$156K	Hold	500	–	–	0.05%	217
2021 Q3	$132K	Hold	500	–	–	0.05%	229
2021 Q2	$143K	Hold	500	–	–	0.05%	220
2021 Q1	$130K	Buy	+500	New	+$123K	0.05%	223

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bedel Financial Consulting's WSO Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Watsco Inc (WSO) in Q2 2026: 500 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: Bedel Financial Consulting previously reported a position in WSO as recently as Q3 2025.

Bedel Financial Consulting first reported a position in WSO in Q1 2021 and has held it in 14 quarters since. The position peaked at $246K in Q3 2024. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Bedel Financial Consulting held 500 shares of Watsco Inc worth $208K as of Q2 2026.
Watsco Inc was a new Bedel Financial Consulting position in Q2 2026.
Watsco Inc made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #300 holding.
Bedel Financial Consulting first reported a position in Watsco Inc in Q1 2021 and has held it in 14 quarters since.
Bedel Financial Consulting's Watsco Inc position peaked at $246K in Q3 2024.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.