Buck Wealth Strategies’s Watsco Inc WSO Stock Holding History

Buck Wealth Strategies’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	$41.9K	Buy	+101	New	+$40.6K	﹤0.01%	364
2025 Q4	–	Sell	-22,655	Closed	-$9.16M	–	198
2025 Q3	$9.16M	Buy	22,655 +1,211	+6%	+$518K	1.26%	34
2025 Q2	$9.47M	Buy	21,444 +2,308	+12%	+$1.07M	1.44%	29
2025 Q1	$9.73M	Buy	19,136 +1,686	+10%	+$831K	1.77%	22
2024 Q4	$8.27M	Buy	17,450 +3,973	+29%	+$2.01M	1.72%	31
2024 Q3	$6.63M	Sell	13,477 -1,609	-11%	-$773K	2.09%	25
2024 Q2	$6.99M	Buy	+15,086	New	+$6.9M	2.06%	26
2024 Q1	–	Sell	-16,454	Closed	-$7.05M	–	106
2023 Q4	$7.05M	Buy	16,454 +649	+4%	+$251K	2.61%	20
2023 Q3	$5.97M	Buy	15,805 +175	+1%	+$63.3K	2.4%	11
2023 Q2	$5.96M	Buy	+15,630	New	+$5.3M	2.59%	8
2022 Q3	$5.5M	Buy	+14,562	New	+$3.95M	2.57%	11

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

Buck Wealth Strategies's WSO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Watsco Inc (WSO) in Q2 2026: 101 shares worth $41.9K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in WSO as recently as Q3 2025.

Buck Wealth Strategies first reported a position in WSO in Q3 2022 and has held it in 11 quarters since. The position peaked at $9.73M in Q1 2025. 785 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Buck Wealth Strategies held 101 shares of Watsco Inc worth $41.9K as of Q2 2026.
Watsco Inc was a new Buck Wealth Strategies position in Q2 2026.
Watsco Inc made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #364 holding.
Buck Wealth Strategies first reported a position in Watsco Inc in Q3 2022 and has held it in 11 quarters since.
Buck Wealth Strategies's Watsco Inc position peaked at $9.73M in Q1 2025.
785 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.