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Cranbrook Wealth Management’s Watsco Inc WSO Stock Holding History

Cranbrook 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 		$920K Sell
2,207
-138
-6% -$55.5K 0.17% 67
2026
Q1 		$853K Sell
2,345
-46
-2% -$17.8K 0.17% 68
2025
Q4 		$806K Buy
2,391
+507
+27% +$181K 0.16% 70
2025
Q3 		$762K Hold
1,884
– – 0.15% 67
2025
Q2 		$832K Hold
1,884
– – 0.18% 64
2025
Q1 		$958K Sell
1,884
-30
-2% -$14.8K 0.22% 55
2024
Q4 		$907K Hold
1,914
– – 0.21% 57
2024
Q3 		$941K Buy
1,914
+610
+47% +$293K 0.21% 56
2024
Q2 		$604K Buy
+1,304
New +$596K 0.15% 65

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

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

Cranbrook Wealth Management reduced its Watsco Inc (WSO) stake by 5.9% in Q2 2026, selling an estimated $55.5K and leaving 2,207 shares worth $920K. The position accounts for 0.17% of the portfolio, ranked #67.

Cranbrook Wealth Management first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. The position peaked at $958K in Q1 2025. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Cranbrook Wealth Management held 2,207 shares of Watsco Inc worth $920K as of Q2 2026.
  • Cranbrook Wealth Management sold 138 Watsco Inc shares in Q2 2026, an estimated $55.5K.
  • Watsco Inc made up 0.17% of Cranbrook Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Cranbrook Wealth Management first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
  • Cranbrook Wealth Management's Watsco Inc position peaked at $958K in Q1 2025.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.