Creative Financial Designs’s Watsco Inc WSO Stock Holding History

Creative Financial Designs’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	$60.4K	Hold	145	–	–	﹤0.01%	955
2026 Q1	$52.8K	Hold	145	–	–	﹤0.01%	883
2025 Q4	$48.9K	Hold	145	–	–	﹤0.01%	871
2025 Q3	$58.6K	Hold	145	–	–	﹤0.01%	805
2025 Q2	$64K	Hold	145	–	–	﹤0.01%	785
2025 Q1	$73.7K	Hold	145	–	–	0.01%	707
2024 Q4	$68.7K	Hold	145	–	–	0.01%	697
2024 Q3	$71.3K	Hold	145	–	–	0.01%	681
2024 Q2	$67.2K	Buy	145 +135	+1,350%	+$61.7K	0.01%	673
2024 Q1	$4.32K	Sell	10 -19	-66%	-$7.63K	﹤0.01%	1339
2023 Q4	$12.4K	Hold	29	–	–	﹤0.01%	1025
2023 Q3	$11K	Hold	29	–	–	﹤0.01%	1003
2023 Q2	$11.1K	Buy	29 +12	+71%	+$4.07K	﹤0.01%	985
2023 Q1	$5.41K	Buy	+17	New	+$4.99K	﹤0.01%	1093
2019 Q4	–	Sell	-6	Closed	-$1K	–	649
2019 Q3	$1K	Buy	+6	New	+$973	﹤0.01%	609

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Creative Financial Designs's WSO Position: Q2 2026 in Review

Creative Financial Designs held its Watsco Inc (WSO) position steady in Q2 2026 at 145 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Creative Financial Designs first reported a position in WSO in Q3 2019 and has held it in 15 quarters since. The position peaked at $73.7K in Q1 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Creative Financial Designs held 145 shares of Watsco Inc worth $60.4K as of Q2 2026.
Creative Financial Designs left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #955 holding.
Creative Financial Designs first reported a position in Watsco Inc in Q3 2019 and has held it in 15 quarters since.
Creative Financial Designs's Watsco Inc position peaked at $73.7K in Q1 2025.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.