Cetera Investment Advisers
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Cetera Investment Advisers’s Watsco Inc WSO Stock Holding History

Cetera Investment Advisers’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 		$5.3M Sell
12,722
-100
-0.8% -$40.2K ﹤0.01% 1576
2026
Q1 		$4.66M Buy
12,822
+2,276
+22% +$882K 0.01% 1552
2025
Q4 		$3.55M Sell
10,546
-906
-8% -$324K ﹤0.01% 1709
2025
Q3 		$4.63M Buy
11,452
+2,742
+31% +$1.17M 0.01% 1456
2025
Q2 		$3.85M Buy
8,710
+278
+3% +$129K 0.01% 1362
2025
Q1 		$4.29M Buy
8,432
+503
+6% +$248K 0.01% 1212
2024
Q4 		$3.76M Buy
7,929
+398
+5% +$202K 0.01% 1214
2024
Q3 		$3.7M Buy
7,531
+142
+2% +$68.3K 0.01% 1183
2024
Q2 		$3.42M Sell
7,389
-990
-12% -$453K 0.01% 1207
2024
Q1 		$3.62M Buy
8,379
+5,671
+209% +$2.28M 0.01% 1163
2023
Q4 		$1.16M Sell
2,708
-353
-12% -$137K 0.01% 1023
2023
Q3 		$1.16M Buy
3,061
+160
+6% +$57.8K 0.01% 981
2023
Q2 		$1.11M Sell
2,901
-303
-9% -$103K 0.01% 1015
2023
Q1 		$1.02M Buy
3,204
+108
+3% +$31.7K 0.01% 1025
2022
Q4 		$772K Buy
3,096
+412
+15% +$108K 0.01% 1115
2022
Q3 		$691K Buy
2,684
+632
+31% +$171K 0.01% 864
2022
Q2 		$490K Buy
2,052
+182
+10% +$47.9K 0.01% 1110
2022
Q1 		$570K Buy
1,870
+52
+3% +$14.8K 0.01% 1083
2021
Q4 		$569K Buy
1,818
+6
+0.3% +$1.78K 0.01% 1109
2021
Q3 		$479K Sell
1,812
-86
-5% -$24.1K 0.01% 1166
2021
Q2 		$544K Buy
+1,898
New +$543K 0.01% 1080
2021
Q1 		– Sell
-1,986
Closed -$450K – 1715
2020
Q4 		$450K Buy
+1,986
New +$456K 0.01% 1008

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

Cetera Investment Advisers's WSO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Watsco Inc (WSO) stake by 0.78% in Q2 2026, selling an estimated $40.2K and leaving 12,722 shares worth $5.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Cetera Investment Advisers first reported a position in WSO in Q4 2020 and has held it in 22 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Cetera Investment Advisers held 12,722 shares of Watsco Inc worth $5.3M as of Q2 2026.
  • Cetera Investment Advisers sold 100 Watsco Inc shares in Q2 2026, an estimated $40.2K.
  • Watsco Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1576 holding.
  • Cetera Investment Advisers first reported a position in Watsco Inc in Q4 2020 and has held it in 22 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.