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Copia Wealth Management’s Watsco Inc WSO Stock Holding History

Copia Wealth 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 		$3.33K Hold
8
– – ﹤0.01% 429
2026
Q1 		$2.91K Hold
8
– – ﹤0.01% 411
2025
Q4 		$2.7K Hold
8
– – ﹤0.01% 419
2025
Q3 		$3.23K Hold
8
– – ﹤0.01% 384
2025
Q2 		$3.53K Hold
8
– – ﹤0.01% 364
2025
Q1 		$4.07K Hold
8
– – ﹤0.01% 353
2024
Q4 		$3.79K Buy
+8
New +$4.05K ﹤0.01% 334

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

Copia Wealth Management's WSO Position: Q2 2026 in Review

Copia Wealth Management held its Watsco Inc (WSO) position steady in Q2 2026 at 8 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Copia Wealth Management first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.07K in Q1 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Copia Wealth Management held 8 shares of Watsco Inc worth $3.33K as of Q2 2026.
  • Copia Wealth Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Copia Wealth Management first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Watsco Inc position peaked at $4.07K in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.