BHK Investment Advisors’s Watsco Inc WSO Stock Holding History

BHK 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 Q1	$835K	Hold	2,294	–	–	0.28%	40
2025 Q4	$773K	Buy	2,294 +823	+56%	+$294K	0.25%	40
2025 Q3	$595K	Hold	1,471	–	–	0.22%	40
2025 Q2	$650K	Buy	1,471 +175	+14%	+$81.2K	0.25%	37
2025 Q1	$659K	Sell	1,296 -165	-11%	-$81.3K	0.28%	33
2024 Q4	$692K	Buy	1,461 +2	+0.1%	+$1.01K	0.26%	34
2024 Q3	$718K	Buy	1,459 +46	+3%	+$22.1K	0.27%	33
2024 Q2	$655K	Buy	1,413 +58	+4%	+$26.5K	0.26%	33
2024 Q1	$585K	Buy	1,355 +430	+46%	+$173K	0.23%	40
2023 Q4	$396K	Buy	+925	New	+$358K	0.23%	33
2023 Q1	–	Sell	-1,050	Closed	-$262K	–	66
2022 Q4	$262K	Buy	1,050 +100	+11%	+$26.3K	0.15%	52
2022 Q3	$245K	Buy	+950	New	+$257K	0.12%	60

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BHK Investment Advisors's WSO Position: Q1 2026 in Review

BHK Investment Advisors held its Watsco Inc (WSO) position steady in Q1 2026 at 2,294 shares worth $835K. The position accounts for 0.28% of the portfolio, ranked #40.

BHK Investment Advisors first reported a position in WSO in Q3 2022 and has held it in 12 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

BHK Investment Advisors held 2,294 shares of Watsco Inc worth $835K as of Q1 2026.
BHK Investment Advisors left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up 0.28% of BHK Investment Advisors's portfolio in Q1 2026, its #40 holding.
BHK Investment Advisors first reported a position in Watsco Inc in Q3 2022 and has held it in 12 quarters since.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.