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Fifth Third Wealth Advisors’s Watsco Inc WSO Stock Holding History

Fifth Third 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 		$752K Buy
1,804
+206
+13% +$82.8K 0.02% 365
2026
Q1 		$581K Buy
1,598
+296
+23% +$115K 0.02% 375
2025
Q4 		$439K Sell
1,302
-8
-0.6% -$2.86K 0.02% 435
2025
Q3 		$530K Buy
1,310
+7
+0.5% +$2.99K 0.02% 362
2025
Q2 		$575K Buy
1,303
+2
+0.2% +$928 0.02% 335
2025
Q1 		$661K Buy
1,301
+2
+0.2% +$986 0.03% 275
2024
Q4 		$616K Buy
1,299
+207
+19% +$105K 0.03% 291
2024
Q3 		$537K Buy
1,092
+13
+1% +$6.25K 0.03% 290
2024
Q2 		$500K Buy
+1,079
New +$493K 0.04% 274

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fifth Third Wealth Advisors's WSO Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Watsco Inc (WSO) stake by 13% in Q2 2026, buying an estimated $82.8K and bringing the position to 1,804 shares worth $752K. The position accounts for 0.02% of the portfolio, ranked #365.

Fifth Third Wealth Advisors first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Fifth Third Wealth Advisors held 1,804 shares of Watsco Inc worth $752K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 206 Watsco Inc shares in Q2 2026, an estimated $82.8K.
  • Watsco Inc made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #365 holding.
  • Fifth Third Wealth Advisors first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
  • 130 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.