Financial Network Wealth Advisors’s Watsco Inc WSO Stock Holding History

Financial Network 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	$103K	Sell	246 -55	-18%	-$22.1K	0.1%	169
2026 Q1	$110K	Sell	301 -21	-7%	-$8.14K	0.11%	148
2025 Q4	$109K	Sell	322 -8	-2%	-$2.86K	0.11%	155
2025 Q3	$133K	Buy	330 +43	+15%	+$18.4K	0.15%	130
2025 Q2	$127K	Buy	287 +5	+2%	+$2.32K	0.15%	130
2025 Q1	$143K	Buy	282 +126	+81%	+$62.1K	0.19%	104
2024 Q4	$73.9K	Sell	156 -215	-58%	-$109K	0.14%	128
2024 Q3	$182K	Sell	371 -31	-8%	-$14.9K	0.15%	121
2024 Q2	$186K	Buy	+402	New	+$184K	0.14%	143

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 Network Wealth Advisors's WSO Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Watsco Inc (WSO) stake by 18% in Q2 2026, selling an estimated $22.1K and leaving 246 shares worth $103K. The position accounts for 0.1% of the portfolio, ranked #169.

Financial Network Wealth Advisors first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. The position peaked at $186K in Q2 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Financial Network Wealth Advisors held 246 shares of Watsco Inc worth $103K as of Q2 2026.
Financial Network Wealth Advisors sold 55 Watsco Inc shares in Q2 2026, an estimated $22.1K.
Watsco Inc made up 0.1% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Financial Network Wealth Advisors first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Watsco Inc position peaked at $186K in Q2 2024.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.