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Financial Consulate’s Watsco Inc WSO Stock Holding History

Financial Consulate’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 		$4.58K Sell
11
-4
-27% -$1.61K ﹤0.01% 867
2026
Q1 		$5.46K Buy
15
+4
+36% +$1.55K ﹤0.01% 776
2025
Q4 		$3.71K Buy
+11
New +$3.93K ﹤0.01% 787

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

Financial Consulate's WSO Position: Q2 2026 in Review

Financial Consulate reduced its Watsco Inc (WSO) stake by 27% in Q2 2026, selling an estimated $1.61K and leaving 11 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Financial Consulate first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.46K in Q1 2026. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Financial Consulate held 11 shares of Watsco Inc worth $4.58K as of Q2 2026.
  • Financial Consulate sold 4 Watsco Inc shares in Q2 2026, an estimated $1.61K.
  • Watsco Inc made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #867 holding.
  • Financial Consulate first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Watsco Inc position peaked at $5.46K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.