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Cornerstone Financial Management’s Watsco Inc WSO Stock Holding History

Cornerstone 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 		$833 Sell
2
-1
-33% -$402 ﹤0.01% 1169
2026
Q1 		$1.09K Hold
3
– – ﹤0.01% 936
2025
Q4 		$1.01K Buy
+3
New +$1.07K ﹤0.01% 929

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

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

Cornerstone Financial Management reduced its Watsco Inc (WSO) stake by 33% in Q2 2026, selling an estimated $402 and leaving 2 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Cornerstone Financial Management first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09K in Q1 2026. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Cornerstone Financial Management held 2 shares of Watsco Inc worth $833 as of Q2 2026.
  • Cornerstone Financial Management sold 1 Watsco Inc share in Q2 2026, an estimated $402.
  • Watsco Inc made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1169 holding.
  • Cornerstone Financial Management first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Watsco Inc position peaked at $1.09K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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