Envestnet Portfolio Solutions’s Watsco Inc WSO Stock Holding History

Envestnet Portfolio Solutions’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	$1.04M	Sell	2,846 -867	-23%	-$336K	0.01%	627
2025 Q4	$1.25M	Sell	3,713 -257	-6%	-$91.8K	﹤0.01%	689
2025 Q3	$1.6M	Sell	3,970 -760	-16%	-$325K	0.01%	583
2025 Q2	$2.09M	Buy	4,730 +1,628	+52%	+$755K	0.01%	554
2025 Q1	$1.58M	Sell	3,102 -764	-20%	-$377K	0.01%	659
2024 Q4	$1.83M	Sell	3,866 -32	-0.8%	-$16.2K	0.01%	692
2024 Q3	$1.92M	Sell	3,898 -495	-11%	-$238K	0.01%	676
2024 Q2	$2.03M	Sell	4,393 -598	-12%	-$273K	0.01%	630
2024 Q1	$2.16M	Buy	4,991 +165	+3%	+$66.3K	0.01%	614
2023 Q4	$2.07M	Buy	4,826 +323	+7%	+$125K	0.01%	587
2023 Q3	$1.7M	Buy	+4,503	New	+$1.63M	0.01%	591

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Envestnet Portfolio Solutions's WSO Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Watsco Inc (WSO) stake by 23% in Q1 2026, selling an estimated $336K and leaving 2,846 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #627.

Envestnet Portfolio Solutions first reported a position in WSO in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.16M in Q1 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Envestnet Portfolio Solutions held 2,846 shares of Watsco Inc worth $1.04M as of Q1 2026.
Envestnet Portfolio Solutions sold 867 Watsco Inc shares in Q1 2026, an estimated $336K.
Watsco Inc made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #627 holding.
Envestnet Portfolio Solutions first reported a position in Watsco Inc in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Watsco Inc position peaked at $2.16M in Q1 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.