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Cornerstone Planning Group’s Watsco Inc WSO Stock Holding History

Cornerstone Planning Group’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 		$3.98K Hold
11
– – ﹤0.01% 1146
2026
Q1 		$4.63K Buy
11
+5
+83% +$1.94K ﹤0.01% 1105
2025
Q4 		$2.31K Buy
+6
New +$2.14K ﹤0.01% 1170
2024
Q3 		– Sell
-2
Closed -$923 – 1380
2024
Q2 		$923 Buy
+2
New +$914 ﹤0.01% 963
2022
Q4 		$1.05K Buy
+4
New +$1.05K ﹤0.01% 1347

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

Cornerstone Planning Group's WSO Position: Q2 2026 in Review

Cornerstone Planning Group held its Watsco Inc (WSO) position steady in Q2 2026 at 11 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Cornerstone Planning Group first reported a position in WSO in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.63K in Q1 2026. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Cornerstone Planning Group held 11 shares of Watsco Inc worth $3.98K as of Q2 2026.
  • Cornerstone Planning Group left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1146 holding.
  • Cornerstone Planning Group first reported a position in Watsco Inc in Q4 2022 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Watsco Inc position peaked at $4.63K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.