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FAS Wealth Partners’s Watsco Inc WSO Stock Holding History

FAS Wealth Partners’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 		$934K Buy
2,242
+36
+2% +$14.5K 0.05% 182
2026
Q1 		$803K Hold
2,206
– – 0.05% 189
2025
Q4 		$743K Hold
2,206
– – 0.05% 193
2025
Q3 		$892K Buy
2,206
+7
+0.3% +$2.99K 0.06% 174
2025
Q2 		$971K Buy
2,199
+7
+0.3% +$3.25K 0.07% 160
2025
Q1 		$1.11M Buy
2,192
+6
+0.3% +$2.96K 0.09% 142
2024
Q4 		$1.04M Buy
2,186
+6
+0.3% +$3.04K 0.09% 144
2024
Q3 		$1.07M Sell
2,180
-27
-1% -$13K 0.09% 143
2024
Q2 		$1.02M Buy
2,207
+6
+0.3% +$2.74K 0.09% 142
2024
Q1 		$951K Buy
2,201
+1
+0% +$402 0.08% 143
2023
Q4 		$943K Buy
2,200
+8
+0.4% +$3.1K 0.09% 145
2023
Q3 		$828K Sell
2,192
-40
-2% -$14.5K 0.09% 151
2023
Q2 		$851K Buy
2,232
+39
+2% +$13.2K 0.11% 134
2023
Q1 		$698K Buy
2,193
+10
+0.5% +$2.94K 0.08% 170
2022
Q4 		$544K Buy
2,183
+9
+0.4% +$2.37K 0.06% 189
2022
Q3 		$560K Buy
2,174
+10
+0.5% +$2.71K 0.06% 173
2022
Q2 		$517K Buy
2,164
+32
+2% +$8.42K 0.05% 183
2022
Q1 		$649K Buy
2,132
+8
+0.4% +$2.28K 0.06% 168
2021
Q4 		$665K Buy
2,124
+1,062
+100% +$315K 0.06% 167
2021
Q3 		$281K Buy
+1,062
New +$298K 0.03% 247

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

FAS Wealth Partners's WSO Position: Q2 2026 in Review

FAS Wealth Partners increased its Watsco Inc (WSO) stake by 1.6% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,242 shares worth $934K. The position accounts for 0.05% of the portfolio, ranked #182.

FAS Wealth Partners first reported a position in WSO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2025. 785 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • FAS Wealth Partners held 2,242 shares of Watsco Inc worth $934K as of Q2 2026.
  • FAS Wealth Partners bought 36 Watsco Inc shares in Q2 2026, an estimated $14.5K.
  • Watsco Inc made up 0.05% of FAS Wealth Partners's portfolio in Q2 2026, its #182 holding.
  • FAS Wealth Partners first reported a position in Watsco Inc in Q3 2021 and has held it in 20 quarters since.
  • FAS Wealth Partners's Watsco Inc position peaked at $1.11M in Q1 2025.
  • 785 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.