Compass Financial Management’s Watsco Inc WSO Stock Holding History

Compass Financial Management’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	$3.43K	Buy	+10	New	+$4.02K	﹤0.01%	1256

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's WSO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Watsco Inc (WSO) in Q2 2026: 10 shares worth $3.43K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings.

741 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Compass Financial Management held 10 shares of Watsco Inc worth $3.43K as of Q2 2026.
Watsco Inc was a new Compass Financial Management position in Q2 2026.
Watsco Inc made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1256 holding.
741 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.