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Clearstead Trust’s Watsco Inc WSO Stock Holding History

Clearstead Trust’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 		$8.75K Hold
21
– – ﹤0.01% 654
2026
Q1 		$7.64K Hold
21
– – ﹤0.01% 656
2025
Q4 		$7.08K Buy
21
+11
+110% +$3.93K ﹤0.01% 674
2025
Q3 		$4.04K Sell
10
-5
-33% -$2.14K ﹤0.01% 810
2025
Q2 		$6.63K Sell
15
-8
-35% -$3.71K ﹤0.01% 687
2025
Q1 		$11.7K Buy
+23
New +$11.3K ﹤0.01% 436

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 Trust's WSO Position: Q2 2026 in Review

Clearstead Trust held its Watsco Inc (WSO) position steady in Q2 2026 at 21 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Clearstead Trust first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.7K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Clearstead Trust held 21 shares of Watsco Inc worth $8.75K as of Q2 2026.
  • Clearstead Trust left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #654 holding.
  • Clearstead Trust first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Watsco Inc position peaked at $11.7K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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