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CreativeOne Wealth’s Watsco Inc WSO Stock Holding History

CreativeOne Wealth’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
Q1 		$1.01M Buy
2,767
+173
+7% +$67K 0.02% 582
2025
Q4 		$874K Buy
2,594
+5
+0.2% +$1.78K 0.02% 604
2025
Q3 		$1.05M Buy
2,589
+28
+1% +$12K 0.03% 529
2025
Q2 		$1.13M Sell
2,561
-596
-19% -$276K 0.03% 495
2025
Q1 		$1.6M Buy
3,157
+230
+8% +$113K 0.05% 351
2024
Q4 		$1.39M Buy
2,927
+107
+4% +$54.2K 0.04% 373
2024
Q3 		$1.39M Buy
2,820
+499
+21% +$240K 0.05% 343
2024
Q2 		$1.07M Sell
2,321
-260
-10% -$119K 0.05% 310
2024
Q1 		$1.11M Buy
2,581
+630
+32% +$253K 0.04% 353
2023
Q4 		$836K Sell
1,951
-110
-5% -$42.6K 0.05% 277
2023
Q3 		$778K Sell
2,061
-602
-23% -$218K 0.06% 271
2023
Q2 		$1.02M Buy
2,663
+212
+9% +$71.9K 0.05% 330
2023
Q1 		$780K Buy
2,451
+65
+3% +$19.1K 0.04% 357
2022
Q4 		$595K Sell
2,386
-9
-0.4% -$2.37K 0.03% 384
2022
Q3 		$617K Sell
2,395
-550
-19% -$149K 0.04% 359
2022
Q2 		$703K Buy
2,945
+22
+0.8% +$5.79K 0.04% 319
2022
Q1 		$891K Buy
2,923
+194
+7% +$55.3K 0.05% 296
2021
Q4 		$854K Buy
2,729
+161
+6% +$47.7K 0.04% 323
2021
Q3 		$668K Buy
2,568
+525
+26% +$147K 0.04% 334
2021
Q2 		$586K Buy
2,043
+15
+0.7% +$4.29K 0.04% 349
2021
Q1 		$529K Buy
2,028
+1,026
+102% +$253K 0.04% 318
2020
Q4 		$227K Buy
1,002
+88
+10% +$20.2K 0.02% 454
2020
Q3 		$213K Buy
+914
New +$206K 0.03% 252

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CreativeOne Wealth's WSO Position: Q1 2026 in Review

CreativeOne Wealth increased its Watsco Inc (WSO) stake by 6.7% in Q1 2026, buying an estimated $67K and bringing the position to 2,767 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #582.

CreativeOne Wealth first reported a position in WSO in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • CreativeOne Wealth held 2,767 shares of Watsco Inc worth $1.01M as of Q1 2026.
  • CreativeOne Wealth bought 173 Watsco Inc shares in Q1 2026, an estimated $67K.
  • Watsco Inc made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #582 holding.
  • CreativeOne Wealth first reported a position in Watsco Inc in Q3 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's Watsco Inc position peaked at $1.6M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.