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Continuum Advisory’s Watsco Inc WSO Stock Holding History

Continuum Advisory’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 		$111K Buy
+267
New +$107K 0.01% 618
2025
Q2 		– Sell
-303
Closed -$154K – 1587
2025
Q1 		$154K Buy
303
+75
+33% +$37K 0.02% 440
2024
Q4 		$108K Hold
228
– – 0.01% 501
2024
Q3 		$120K Sell
228
-1
-0.4% -$481 0.02% 487
2024
Q2 		$106K Hold
229
– – 0.02% 477
2024
Q1 		$108K Buy
+229
New +$92K 0.02% 472

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

Continuum Advisory's WSO Position: Q2 2026 in Review

Continuum Advisory opened a new position in Watsco Inc (WSO) in Q2 2026: 267 shares worth $111K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in WSO as recently as Q1 2025.

Continuum Advisory first reported a position in WSO in Q1 2024 and has held it in 6 quarters since. The position peaked at $154K in Q1 2025. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Continuum Advisory held 267 shares of Watsco Inc worth $111K as of Q2 2026.
  • Watsco Inc was a new Continuum Advisory position in Q2 2026.
  • Watsco Inc made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #618 holding.
  • Continuum Advisory first reported a position in Watsco Inc in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Watsco Inc position peaked at $154K in Q1 2025.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.