Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Watsco Inc WSO Stock Holding History

Carson Wealth (CWM LLC)’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 		$289K Buy
793
+83
+12% +$32.2K ﹤0.01% 2411
2025
Q4 		$239K Buy
710
+26
+4% +$9.28K ﹤0.01% 2424
2025
Q3 		$277K Sell
684
-109
-14% -$46.6K ﹤0.01% 2196
2025
Q2 		$350K Sell
793
-74
-9% -$34.3K ﹤0.01% 1768
2025
Q1 		$441K Buy
867
+21
+2% +$10.4K ﹤0.01% 1501
2024
Q4 		$401K Sell
846
-106
-11% -$53.7K ﹤0.01% 1472
2024
Q3 		$468K Buy
952
+24
+3% +$11.5K ﹤0.01% 1340
2024
Q2 		$430K Sell
928
-29
-3% -$13.3K ﹤0.01% 1250
2024
Q1 		$413K Buy
957
+265
+38% +$106K ﹤0.01% 1205
2023
Q4 		$297K Buy
692
+47
+7% +$18.2K ﹤0.01% 1252
2023
Q3 		$244K Buy
645
+198
+44% +$71.6K ﹤0.01% 1229
2023
Q2 		$170K Buy
447
+18
+4% +$6.1K ﹤0.01% 1320
2023
Q1 		$137K Sell
429
-10
-2% -$2.94K ﹤0.01% 1349
2022
Q4 		$110K Buy
439
+57
+15% +$15K ﹤0.01% 1343
2022
Q3 		$98K Buy
382
+90
+31% +$24.4K ﹤0.01% 1337
2022
Q2 		$70K Buy
292
+4
+1% +$1.05K ﹤0.01% 1471
2022
Q1 		$88K Sell
288
-25
-8% -$7.13K ﹤0.01% 1375
2021
Q4 		$98K Buy
+313
New +$92.7K ﹤0.01% 1302
2021
Q2 		$8K Hold
28
– – ﹤0.01% 2211
2021
Q1 		$8K Hold
28
– – ﹤0.01% 2210
2020
Q4 		$8K Hold
28
– – ﹤0.01% 2210
2020
Q3 		$8K Hold
28
– – ﹤0.01% 2210
2020
Q2 		$8K Hold
28
– – ﹤0.01% 2209
2020
Q1 		$8K Hold
28
– – ﹤0.01% 2209
2019
Q4 		$8K Hold
28
– – ﹤0.01% 2209
2019
Q3 		$8K Hold
28
– – ﹤0.01% 2209
2019
Q2 		$8K Hold
28
– – ﹤0.01% 2209
2019
Q1 		$8K Buy
+28
New +$4.02K ﹤0.01% 2209
2018
Q4 		– Sell
-7
Closed -$1K – 2267
2018
Q3 		$1K Buy
+7
New +$1.24K ﹤0.01% 1773

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WSO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Watsco Inc (WSO) stake by 12% in Q1 2026, buying an estimated $32.2K and bringing the position to 793 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Carson Wealth (CWM LLC) first reported a position in WSO in Q3 2018 and has held it in 29 quarters since. The position peaked at $468K in Q3 2024. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 793 shares of Watsco Inc worth $289K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 83 Watsco Inc shares in Q1 2026, an estimated $32.2K.
  • Watsco Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2411 holding.
  • Carson Wealth (CWM LLC) first reported a position in Watsco Inc in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Watsco Inc position peaked at $468K in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.