ECA
WSO icon

Elevated Capital Advisors’s Watsco Inc WSO Stock Holding History

Elevated Capital 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 		$45.6K Sell
109
-20
-16% -$8.04K 0.01% 350
2026
Q1 		$46.9K Sell
129
-2,199
-94% -$852K 0.01% 354
2025
Q4 		$784K Buy
2,328
+325
+16% +$116K 0.18% 149
2025
Q3 		$810K Buy
2,003
+85
+4% +$36.3K 0.2% 135
2025
Q2 		$975K Hold
1,918
– – 0.27% 102
2025
Q1 		$975K Buy
1,918
+97
+5% +$47.8K 0.27% 102
2024
Q4 		$863K Sell
1,821
-2
-0.1% -$1.01K 0.24% 125
2024
Q3 		$896K Sell
1,823
-27
-1% -$13K 0.24% 125
2024
Q2 		$857K Buy
+1,850
New +$846K 0.24% 112

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Elevated Capital Advisors's WSO Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Watsco Inc (WSO) stake by 16% in Q2 2026, selling an estimated $8.04K and leaving 109 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #350.

Elevated Capital Advisors first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. The position peaked at $975K in Q2 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Elevated Capital Advisors held 109 shares of Watsco Inc worth $45.6K as of Q2 2026.
  • Elevated Capital Advisors sold 20 Watsco Inc shares in Q2 2026, an estimated $8.04K.
  • Watsco Inc made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #350 holding.
  • Elevated Capital Advisors first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
  • Elevated Capital Advisors's Watsco Inc position peaked at $975K in Q2 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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