Financial Management Professionals’s Watsco Inc WSO Stock Holding History

Financial Management Professionals’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	$1.25K	Hold	3	–	–	﹤0.01%	844
2026 Q1	$1.09K	Hold	3	–	–	﹤0.01%	792
2025 Q4	$1.01K	Hold	3	–	–	﹤0.01%	794
2025 Q3	$1.21K	Hold	3	–	–	﹤0.01%	763
2025 Q2	$1.32K	Hold	3	–	–	﹤0.01%	799
2025 Q1	$1.52K	Hold	3	–	–	﹤0.01%	769
2024 Q4	$1.42K	Hold	3	–	–	﹤0.01%	770
2024 Q3	$1K	Hold	3	–	–	﹤0.01%	909
2024 Q2	$1K	Hold	3	–	–	﹤0.01%	876
2024 Q1	$1K	Hold	3	–	–	﹤0.01%	925
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	912
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	854
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	891
2023 Q1	$1K	Hold	3	–	–	﹤0.01%	966
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	887
2022 Q3	$1K	Sell	3 -12	-80%	-$3.25K	﹤0.01%	888
2022 Q2	$4K	Hold	15	–	–	﹤0.01%	672
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	649
2021 Q4	$5K	Hold	15	–	–	﹤0.01%	603
2021 Q3	$4K	Hold	15	–	–	﹤0.01%	637
2021 Q2	$4K	Buy	+15	New	+$4.29K	﹤0.01%	579

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Financial Management Professionals's WSO Position: Q2 2026 in Review

Financial Management Professionals held its Watsco Inc (WSO) position steady in Q2 2026 at 3 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Financial Management Professionals first reported a position in WSO in Q2 2021 and has held it in 21 quarters since. The position peaked at $5K in Q1 2022. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Financial Management Professionals held 3 shares of Watsco Inc worth $1.25K as of Q2 2026.
Financial Management Professionals left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #844 holding.
Financial Management Professionals first reported a position in Watsco Inc in Q2 2021 and has held it in 21 quarters since.
Financial Management Professionals's Watsco Inc position peaked at $5K in Q1 2022.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.