Crestwood Advisors Group’s Watsco Inc WSO Stock Holding History

Crestwood Advisors 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	$217K	Sell	520 -93	-15%	-$37.4K	﹤0.01%	810
2026 Q1	$223K	Sell	613 -16	-3%	-$6.2K	﹤0.01%	696
2025 Q4	$212K	Buy	629 +2	+0.3%	+$714	﹤0.01%	644
2025 Q3	$254K	Sell	627 -33	-5%	-$14.1K	﹤0.01%	500
2025 Q2	$291K	Sell	660 -2	-0.3%	-$928	0.01%	449
2025 Q1	$337K	Buy	662 +29	+5%	+$14.3K	0.01%	401
2024 Q4	$300K	Buy	633 +99	+19%	+$50.1K	0.01%	384
2024 Q3	$263K	Sell	534 -31	-5%	-$14.9K	0.01%	391
2024 Q2	$262K	Buy	+565	New	+$258K	0.01%	375
2024 Q1	–	Sell	-479	Closed	-$205K	–	433
2023 Q4	$205K	Buy	+479	New	+$186K	﹤0.01%	387

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

Crestwood Advisors Group's WSO Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Watsco Inc (WSO) stake by 15% in Q2 2026, selling an estimated $37.4K and leaving 520 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Crestwood Advisors Group first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $337K in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Crestwood Advisors Group held 520 shares of Watsco Inc worth $217K as of Q2 2026.
Crestwood Advisors Group sold 93 Watsco Inc shares in Q2 2026, an estimated $37.4K.
Watsco Inc made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #810 holding.
Crestwood Advisors Group first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
Crestwood Advisors Group's Watsco Inc position peaked at $337K in Q1 2025.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.