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Birchwood Financial Partners’s Watsco Inc WSO Stock Holding History

Birchwood Financial Partners’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 		$8.75K Hold
21
– – 0.01% 288
2026
Q1 		$7.64K Buy
+21
New +$8.14K 0.01% 294

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Vanguard Portfolio Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Birchwood Financial Partners's WSO Position: Q2 2026 in Review

Birchwood Financial Partners held its Watsco Inc (WSO) position steady in Q2 2026 at 21 shares worth $8.75K. The position accounts for 0.01% of the portfolio, ranked #288.

Birchwood Financial Partners first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Birchwood Financial Partners held 21 shares of Watsco Inc worth $8.75K as of Q2 2026.
  • Birchwood Financial Partners left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #288 holding.
  • Birchwood Financial Partners first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.