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Clearstead Advisors’s Watsco Inc WSO Stock Holding History

Clearstead Advisors’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 		$454K Buy
1,090
+1,051
+2,695% +$422K ﹤0.01% 782
2026
Q1 		$14.2K Sell
39
-135
-78% -$52.3K ﹤0.01% 1519
2025
Q4 		$58.6K Buy
174
+54
+45% +$19.3K ﹤0.01% 1329
2025
Q3 		$48.5K Sell
120
-165
-58% -$70.6K ﹤0.01% 1291
2025
Q2 		$126K Buy
285
+9
+3% +$4.17K ﹤0.01% 998
2025
Q1 		$140K Sell
276
-581
-68% -$286K ﹤0.01% 911
2024
Q4 		$406K Sell
857
-268
-24% -$136K 0.01% 632
2024
Q3 		$553K Sell
1,125
-43
-4% -$20.7K 0.01% 545
2024
Q2 		$541K Buy
1,168
+1,134
+3,335% +$518K 0.01% 522
2024
Q1 		$16.3K Buy
34
+8
+31% +$3.21K ﹤0.01% 974
2023
Q4 		$11.1K Buy
26
+8
+44% +$3.1K ﹤0.01% 1040
2023
Q3 		$6.8K Buy
18
+10
+125% +$3.62K ﹤0.01% 1046
2023
Q2 		$3.05K Sell
8
-2
-20% -$678 ﹤0.01% 1096
2023
Q1 		$3.18K Buy
+10
New +$2.94K ﹤0.01% 1074
2021
Q3 		– Sell
-8
Closed -$2K – 1409
2021
Q2 		$2K Buy
+8
New +$2.29K ﹤0.01% 1098

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

Clearstead Advisors's WSO Position: Q2 2026 in Review

Clearstead Advisors increased its Watsco Inc (WSO) stake by 2,695% in Q2 2026, buying an estimated $422K and bringing the position to 1,090 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Clearstead Advisors first reported a position in WSO in Q2 2021 and has held it in 15 quarters since. The position peaked at $553K in Q3 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Clearstead Advisors held 1,090 shares of Watsco Inc worth $454K as of Q2 2026.
  • Clearstead Advisors bought 1,051 Watsco Inc shares in Q2 2026, an estimated $422K.
  • Watsco Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #782 holding.
  • Clearstead Advisors first reported a position in Watsco Inc in Q2 2021 and has held it in 15 quarters since.
  • Clearstead Advisors's Watsco Inc position peaked at $553K in Q3 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.