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EverSource Wealth Advisors’s Watsco Inc WSO Stock Holding History

EverSource Wealth 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 		$149K Sell
358
-85
-19% -$34.2K 0.01% 1173
2026
Q1 		$161K Buy
443
+14
+3% +$5.42K ﹤0.01% 1170
2025
Q4 		$145K Sell
429
-672
-61% -$240K 0.01% 1116
2025
Q3 		$445K Sell
1,101
-3,046
-73% -$1.3M 0.02% 542
2025
Q2 		$1.83M Sell
4,147
-920
-18% -$427K 0.08% 178
2025
Q1 		$2.58M Buy
5,067
+567
+13% +$279K 0.14% 130
2024
Q4 		$2.13M Buy
4,500
+391
+10% +$198K 0.12% 139
2024
Q3 		$2.02M Buy
4,109
+400
+11% +$192K 0.13% 141
2024
Q2 		$1.82M Buy
3,709
+335
+10% +$153K 0.12% 145
2024
Q1 		$1.51M Buy
3,374
+2,427
+256% +$975K 0.12% 141
2023
Q4 		$406K Buy
947
+3
+0.3% +$1.16K 0.04% 279
2023
Q3 		$357K Sell
944
-25
-3% -$9.04K 0.04% 272
2023
Q2 		$370K Buy
969
+2
+0.2% +$678 0.04% 273
2023
Q1 		$308K Buy
967
+70
+8% +$20.6K 0.04% 297
2022
Q4 		$224K Sell
897
-671
-43% -$176K 0.03% 334
2022
Q3 		$405K Sell
1,568
-364
-19% -$98.6K 0.09% 198
2022
Q2 		$462K Buy
1,932
+1,902
+6,340% +$501K 0.12% 161
2022
Q1 		$9K Buy
+30
New +$8.56K ﹤0.01% 1044

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

EverSource Wealth Advisors's WSO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Watsco Inc (WSO) stake by 19% in Q2 2026, selling an estimated $34.2K and leaving 358 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #1173.

EverSource Wealth Advisors first reported a position in WSO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.58M in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • EverSource Wealth Advisors held 358 shares of Watsco Inc worth $149K as of Q2 2026.
  • EverSource Wealth Advisors sold 85 Watsco Inc shares in Q2 2026, an estimated $34.2K.
  • Watsco Inc made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1173 holding.
  • EverSource Wealth Advisors first reported a position in Watsco Inc in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Watsco Inc position peaked at $2.58M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.