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Commonwealth Retirement Investments’s Watsco Inc WSO Stock Holding History

Commonwealth Retirement Investments’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 		$55K Buy
+132
New +$53.1K 0.01% 175
2026
Q1 		– Sell
-132
Closed -$44.5K – 413
2025
Q4 		$44.5K Buy
+132
New +$47.1K 0.01% 185

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 $3.38T AUM 44.17% 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

Commonwealth Retirement Investments's WSO Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Watsco Inc (WSO) in Q2 2026: 132 shares worth $55K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in WSO as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Commonwealth Retirement Investments held 132 shares of Watsco Inc worth $55K as of Q2 2026.
  • Watsco Inc was a new Commonwealth Retirement Investments position in Q2 2026.
  • Watsco Inc made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #175 holding.
  • Commonwealth Retirement Investments first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.