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 Q2	$900K	Sell	2,160 -134	-6%	-$53.9K	0.27%	43
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 $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

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

BHK Investment Advisors reduced its Watsco Inc (WSO) stake by 5.8% in Q2 2026, selling an estimated $53.9K and leaving 2,160 shares worth $900K. The position accounts for 0.27% of the portfolio, ranked #43.

BHK Investment Advisors first reported a position in WSO in Q3 2022 and has held it in 13 quarters since. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

BHK Investment Advisors held 2,160 shares of Watsco Inc worth $900K as of Q2 2026.
BHK Investment Advisors sold 134 Watsco Inc shares in Q2 2026, an estimated $53.9K.
Watsco Inc made up 0.27% of BHK Investment Advisors's portfolio in Q2 2026, its #43 holding.
BHK Investment Advisors first reported a position in Watsco Inc in Q3 2022 and has held it in 13 quarters since.
784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.