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First Pacific Financial’s Watsco Inc WSO Stock Holding History

First Pacific Financial’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 		$2.13K Hold
5
– – ﹤0.01% 486
2026
Q1 		$1.85K Hold
5
– – ﹤0.01% 543
2025
Q4 		$1.7K Hold
5
– – ﹤0.01% 449
2025
Q3 		$2.02K Hold
5
– – ﹤0.01% 433
2025
Q2 		$2.21K Hold
5
– – ﹤0.01% 438
2025
Q1 		$2.54K Buy
+5
New +$2.46K ﹤0.01% 432
2024
Q2 		– Sell
-2
Closed -$864 – 485
2024
Q1 		$864 Buy
+2
New +$803 ﹤0.01% 394

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

First Pacific Financial's WSO Position: Q2 2026 in Review

First Pacific Financial held its Watsco Inc (WSO) position steady in Q2 2026 at 5 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

First Pacific Financial first reported a position in WSO in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.54K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • First Pacific Financial held 5 shares of Watsco Inc worth $2.13K as of Q2 2026.
  • First Pacific Financial left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #486 holding.
  • First Pacific Financial first reported a position in Watsco Inc in Q1 2024 and has held it in 7 quarters since.
  • First Pacific Financial's Watsco Inc position peaked at $2.54K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.