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Centennial Wealth Advisory’s Watsco Inc WSO Stock Holding History

Centennial Wealth Advisory’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 		$841K Buy
+2,019
New +$812K 0.18% 78
2025
Q2 		– Sell
-776
Closed -$395K – 176
2025
Q1 		$395K Buy
776
+22
+3% +$10.8K 0.14% 96
2024
Q4 		$358K Buy
754
+22
+3% +$11.1K 0.14% 102
2024
Q3 		$360K Buy
732
+10
+1% +$4.81K 0.14% 95
2024
Q2 		$335K Sell
722
-270
-27% -$123K 0.15% 90
2024
Q1 		$429K Sell
992
-43
-4% -$17.3K 0.2% 70
2023
Q4 		$444K Sell
1,035
-59
-5% -$22.9K 0.23% 65
2023
Q3 		$413K Sell
1,094
-38
-3% -$13.7K 0.22% 72
2023
Q2 		$432K Buy
1,132
+45
+4% +$15.3K 0.23% 62
2023
Q1 		$346K Sell
1,087
-435
-29% -$128K 0.18% 77
2022
Q4 		$380K Buy
1,522
+221
+17% +$58.1K 0.21% 67
2022
Q3 		$335K Buy
+1,301
New +$353K 0.2% 61

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Centennial Wealth Advisory's WSO Position: Q2 2026 in Review

Centennial Wealth Advisory opened a new position in Watsco Inc (WSO) in Q2 2026: 2,019 shares worth $841K. The stake represents 0.18% of the portfolio and ranks #78 among its holdings. This is a return to the name: Centennial Wealth Advisory previously reported a position in WSO as recently as Q1 2025.

Centennial Wealth Advisory first reported a position in WSO in Q3 2022 and has held it in 12 quarters since. 84 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Centennial Wealth Advisory held 2,019 shares of Watsco Inc worth $841K as of Q2 2026.
  • Watsco Inc was a new Centennial Wealth Advisory position in Q2 2026.
  • Watsco Inc made up 0.18% of Centennial Wealth Advisory's portfolio in Q2 2026, its #78 holding.
  • Centennial Wealth Advisory first reported a position in Watsco Inc in Q3 2022 and has held it in 12 quarters since.
  • 84 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.