Diversify Advisory Services’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$639K Buy
+1,754
New +$705K 0.01% 791
2025
Q3
Sell
-523
Closed -$221K 919
2025
Q2
$221K Buy
523
+56
+12% +$26K 0.01% 763
2025
Q1
$213K Buy
+467
New +$230K 0.01% 600
2024
Q4
Sell
-494
Closed -$239K 694
2024
Q3
$239K Sell
494
-184
-27% -$88.4K 0.01% 559
2024
Q2
$323K Sell
678
-1,216
-64% -$556K 0.02% 483
2024
Q1
$822K Buy
+1,894
New +$761K 0.05% 300

Other funds holding WSO

Diversify Advisory Services's WSO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Watsco Inc (WSO) in Q2 2026: 1,754 shares worth $639K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in WSO as recently as Q2 2025.

Diversify Advisory Services first reported a position in WSO in Q1 2024 and has held it in 6 quarters since. The position peaked at $822K in Q1 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Diversify Advisory Services held 1,754 shares of Watsco Inc worth $639K as of Q2 2026.
  • Watsco Inc was a new Diversify Advisory Services position in Q2 2026.
  • Watsco Inc made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #791 holding.
  • Diversify Advisory Services first reported a position in Watsco Inc in Q1 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's Watsco Inc position peaked at $822K in Q1 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.