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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

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

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. 783 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.
  • 783 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.