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Cassaday & Co Wealth Management’s Watsco Inc WSO Stock Holding History

Cassaday & Co Wealth Management’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 		$5.42K Hold
13
– – ﹤0.01% 941
2026
Q1 		$4.73K Buy
+13
New +$5.04K ﹤0.01% 976

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Cassaday & Co Wealth Management's WSO Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Watsco Inc (WSO) position steady in Q2 2026 at 13 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Cassaday & Co Wealth Management first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Cassaday & Co Wealth Management held 13 shares of Watsco Inc worth $5.42K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #941 holding.
  • Cassaday & Co Wealth Management first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.