Crewe Advisors’s Watsco Inc WSO Stock Holding History

Crewe Advisors’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	$10K	Buy	24 +20	+500%	+$8.04K	﹤0.01%	758
2026 Q1	$1.46K	Hold	4	–	–	﹤0.01%	935
2025 Q4	$1.35K	Hold	4	–	–	﹤0.01%	948
2025 Q3	$1.62K	Hold	4	–	–	﹤0.01%	870
2025 Q2	$1.77K	Hold	4	–	–	﹤0.01%	588
2025 Q1	$2.03K	Hold	4	–	–	﹤0.01%	546
2024 Q4	$1.9K	Hold	4	–	–	﹤0.01%	512
2024 Q3	$1.97K	Hold	4	–	–	﹤0.01%	617
2024 Q2	$1.85K	Buy	+4	New	+$1.83K	﹤0.01%	874
2024 Q1	–	Sell	-26	Closed	-$11.1K	–	1020
2023 Q4	$11.1K	Buy	+26	New	+$10.1K	﹤0.01%	203
2021 Q3	–	Sell	-11	Closed	-$3K	–	470
2021 Q2	$3K	Sell	11 -26	-70%	-$7.44K	﹤0.01%	382
2021 Q1	$10K	Hold	37	–	–	﹤0.01%	293
2020 Q4	$8K	Hold	37	–	–	﹤0.01%	298
2020 Q3	$9K	Buy	+37	New	+$8.34K	﹤0.01%	268

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

Crewe Advisors's WSO Position: Q2 2026 in Review

Crewe Advisors increased its Watsco Inc (WSO) stake by 500% in Q2 2026, buying an estimated $8.04K and bringing the position to 24 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Crewe Advisors first reported a position in WSO in Q3 2020 and has held it in 14 quarters since. The position peaked at $11.1K in Q4 2023. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Crewe Advisors held 24 shares of Watsco Inc worth $10K as of Q2 2026.
Crewe Advisors bought 20 Watsco Inc shares in Q2 2026, an estimated $8.04K.
Watsco Inc made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #758 holding.
Crewe Advisors first reported a position in Watsco Inc in Q3 2020 and has held it in 14 quarters since.
Crewe Advisors's Watsco Inc position peaked at $11.1K in Q4 2023.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.