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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Financial Network Wealth Advisors's WSO Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Watsco Inc (WSO) stake by 6.5% in Q1 2026, selling an estimated $8.14K and leaving 301 shares worth $110K. The position accounts for 0.11% of the portfolio, ranked #148.

Financial Network Wealth Advisors first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $186K in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Financial Network Wealth Advisors held 301 shares of Watsco Inc worth $110K as of Q1 2026.
Financial Network Wealth Advisors sold 21 Watsco Inc shares in Q1 2026, an estimated $8.14K.
Watsco Inc made up 0.11% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #148 holding.
Financial Network Wealth Advisors first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Watsco Inc position peaked at $186K in Q2 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.