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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
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
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

Diversify Wealth Management's WSO Position: Q1 2026 in Review

Diversify Wealth Management increased its Watsco Inc (WSO) stake by 46% in Q1 2026, buying an estimated $216K and bringing the position to 1,776 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #683.

Diversify Wealth Management first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $765K in Q2 2024. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Diversify Wealth Management held 1,776 shares of Watsco Inc worth $761K as of Q1 2026.
  • Diversify Wealth Management bought 557 Watsco Inc shares in Q1 2026, an estimated $216K.
  • Watsco Inc made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #683 holding.
  • Diversify Wealth Management first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's Watsco Inc position peaked at $765K in Q2 2024.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.