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Checchi Capital Advisers’s Watsco Inc WSO Stock Holding History

Checchi Capital 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 		$270K Buy
649
+13
+2% +$5.23K 0.01% 512
2026
Q1 		$231K Sell
636
-21
-3% -$8.14K 0.01% 549
2025
Q4 		$221K Sell
657
-5
-0.8% -$1.78K 0.01% 507
2025
Q3 		$268K Sell
662
-31
-4% -$13.3K 0.01% 471
2025
Q2 		$306K Sell
693
-42
-6% -$19.5K 0.02% 452
2025
Q1 		$374K Buy
735
+39
+6% +$19.2K 0.02% 396
2024
Q4 		$330K Buy
696
+4
+0.6% +$2.03K 0.02% 418
2024
Q3 		$340K Hold
692
– – 0.02% 421
2024
Q2 		$321K Hold
692
– – 0.02% 418
2024
Q1 		$299K Sell
692
-3
-0.4% -$1.21K 0.02% 446
2023
Q4 		$298K Buy
695
+52
+8% +$20.1K 0.02% 425
2023
Q3 		$243K Sell
643
-85
-12% -$30.7K 0.02% 453
2023
Q2 		$278K Sell
728
-6
-0.8% -$2.04K 0.02% 449
2023
Q1 		$234K Buy
+734
New +$216K 0.02% 489
2016
Q3 		– Sell
-129
Closed -$18K – 1228
2016
Q2 		$18K Buy
129
+8
+7% +$1.07K ﹤0.01% 1189
2016
Q1 		$16K Buy
+121
New +$14.7K ﹤0.01% 1227

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Checchi Capital Advisers's WSO Position: Q2 2026 in Review

Checchi Capital Advisers increased its Watsco Inc (WSO) stake by 2% in Q2 2026, buying an estimated $5.23K and bringing the position to 649 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #512.

Checchi Capital Advisers first reported a position in WSO in Q1 2016 and has held it in 16 quarters since. The position peaked at $374K in Q1 2025. 428 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Checchi Capital Advisers held 649 shares of Watsco Inc worth $270K as of Q2 2026.
  • Checchi Capital Advisers bought 13 Watsco Inc shares in Q2 2026, an estimated $5.23K.
  • Watsco Inc made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #512 holding.
  • Checchi Capital Advisers first reported a position in Watsco Inc in Q1 2016 and has held it in 16 quarters since.
  • Checchi Capital Advisers's Watsco Inc position peaked at $374K in Q1 2025.
  • 428 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.