Diversify Wealth Management’s Watsco Inc WSO Stock Holding History

Diversify Wealth Management’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	$639K	Sell	1,754 -22	-1%	-$8.84K	0.01%	791
2026 Q1	$761K	Buy	1,776 +557	+46%	+$216K	0.01%	683
2025 Q4	$457K	Sell	1,219 -38	-3%	-$13.6K	0.02%	457
2025 Q3	$454K	Sell	1,257 -34	-3%	-$14.5K	0.03%	399
2025 Q2	$545K	Sell	1,291 -67	-5%	-$31.1K	0.03%	358
2025 Q1	$619K	Sell	1,358 -123	-8%	-$60.6K	0.05%	316
2024 Q4	$687K	Sell	1,481 -58	-4%	-$29.4K	0.05%	283
2024 Q3	$718K	Sell	1,539 -119	-7%	-$57.2K	0.07%	236
2024 Q2	$765K	Buy	+1,658	New	+$758K	0.1%	200

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's WSO Position: Q2 2026 in Review

Diversify Wealth Management reduced its Watsco Inc (WSO) stake by 1.2% in Q2 2026, selling an estimated $8.84K and leaving 1,754 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #791.

Diversify Wealth Management first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. The position peaked at $765K in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Diversify Wealth Management held 1,754 shares of Watsco Inc worth $639K as of Q2 2026.
Diversify Wealth Management sold 22 Watsco Inc shares in Q2 2026, an estimated $8.84K.
Watsco Inc made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #791 holding.
Diversify Wealth Management first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Watsco Inc position peaked at $765K in Q2 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.