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Financial Life Planners’s Watsco Inc WSO Stock Holding History

Financial Life Planners’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 		$6.64K Hold
16
– – ﹤0.01% 252
2026
Q1 		$5.75K Buy
+16
New +$6.2K ﹤0.01% 259
2025
Q4 		– Sell
-16
Closed -$6.29K – 335
2025
Q3 		$6.29K Buy
+16
New +$6.84K ﹤0.01% 265
2025
Q1 		– Sell
-18
Closed -$8.65K – 391
2024
Q4 		$8.65K Buy
+18
New +$9.12K 0.01% 271

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 Life Planners's WSO Position: Q2 2026 in Review

Financial Life Planners held its Watsco Inc (WSO) position steady in Q2 2026 at 16 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Financial Life Planners first reported a position in WSO in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.65K in Q4 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Financial Life Planners held 16 shares of Watsco Inc worth $6.64K as of Q2 2026.
  • Financial Life Planners left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #252 holding.
  • Financial Life Planners first reported a position in Watsco Inc in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Watsco Inc position peaked at $8.65K in Q4 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.