Bell Investment Advisors’s Watsco Inc WSO Stock Holding History

Bell Investment 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	$6.25K	Hold	15	–	–	﹤0.01%	893
2026 Q1	$5.46K	Hold	15	–	–	﹤0.01%	926
2025 Q4	$5.05K	Sell	15 -5	-25%	-$1.78K	﹤0.01%	958
2025 Q3	$8.09K	Sell	20 -6	-23%	-$2.57K	﹤0.01%	712
2025 Q2	$11.5K	Sell	26 -2	-7%	-$928	﹤0.01%	620
2025 Q1	$14.2K	Buy	28 +2	+8%	+$986	﹤0.01%	486
2024 Q4	$12.3K	Hold	26	–	–	﹤0.01%	525
2024 Q3	$12.8K	Hold	26	–	–	﹤0.01%	532
2024 Q2	$12K	Hold	26	–	–	﹤0.01%	541
2024 Q1	$11.2K	Hold	26	–	–	﹤0.01%	542
2023 Q4	$11.1K	Sell	26 -1	-4%	-$387	﹤0.01%	517
2023 Q3	$10.2K	Sell	27 -1	-4%	-$362	﹤0.01%	501
2023 Q2	$10.7K	Hold	28	–	–	﹤0.01%	490
2023 Q1	$8.91K	Buy	28 +4	+17%	+$1.18K	﹤0.01%	525
2022 Q4	$5.99K	Hold	24	–	–	﹤0.01%	716
2022 Q3	$6K	Sell	24 -18	-43%	-$4.88K	﹤0.01%	630
2022 Q2	$10K	Buy	+42	New	+$11.1K	﹤0.01%	442
2021 Q4	$21K	Buy	66 +17	+35%	+$5.04K	0.01%	308
2021 Q3	$13K	Buy	+49	New	+$13.7K	﹤0.01%	398

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's WSO Position: Q2 2026 in Review

Bell Investment Advisors held its Watsco Inc (WSO) position steady in Q2 2026 at 15 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Bell Investment Advisors first reported a position in WSO in Q3 2021 and has held it in 19 quarters since. The position peaked at $21K in Q4 2021. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Bell Investment Advisors held 15 shares of Watsco Inc worth $6.25K as of Q2 2026.
Bell Investment Advisors left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #893 holding.
Bell Investment Advisors first reported a position in Watsco Inc in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Watsco Inc position peaked at $21K in Q4 2021.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.