Excelsior Advisor Network’s Watsco Inc WSO Stock Holding History

Excelsior Advisor Network’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	$1.25M	Buy	+3,005	New	+$1.21M	0.16%	135

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 $3.37T AUM 44.26% 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

Excelsior Advisor Network's WSO Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Watsco Inc (WSO) in Q2 2026: 3,005 shares worth $1.25M. The stake represents 0.16% of the portfolio and ranks #135 among its holdings.

781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Excelsior Advisor Network held 3,005 shares of Watsco Inc worth $1.25M as of Q2 2026.
Watsco Inc was a new Excelsior Advisor Network position in Q2 2026.
Watsco Inc made up 0.16% of Excelsior Advisor Network's portfolio in Q2 2026, its #135 holding.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.