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 Q2	$1.18M	Sell	2,837 -9	-0.3%	-$3.62K	0.01%	643
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 $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

Envestnet Portfolio Solutions's WSO Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Watsco Inc (WSO) stake by 0.32% in Q2 2026, selling an estimated $3.62K and leaving 2,837 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #643.

Envestnet Portfolio Solutions first reported a position in WSO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q1 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Envestnet Portfolio Solutions held 2,837 shares of Watsco Inc worth $1.18M as of Q2 2026.
Envestnet Portfolio Solutions sold 9 Watsco Inc shares in Q2 2026, an estimated $3.62K.
Watsco Inc made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #643 holding.
Envestnet Portfolio Solutions first reported a position in Watsco Inc in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Watsco Inc position peaked at $2.16M in Q1 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.