Focus Partners Wealth’s Watsco Inc WSO Stock Holding History

Focus Partners Wealth’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	$2.37M	Buy	5,683 +254	+5%	+$102K	﹤0.01%	1284
2026 Q1	$1.98M	Sell	5,429 -3,050	-36%	-$1.18M	﹤0.01%	1318
2025 Q4	$2.86M	Sell	8,479 -164	-2%	-$58.6K	﹤0.01%	1180
2025 Q3	$3.49M	Sell	8,643 -131	-1%	-$56K	0.01%	856
2025 Q2	$3.87M	Buy	8,774 +250	+3%	+$116K	0.01%	749
2025 Q1	$4.33M	Buy	8,524 +702	+9%	+$346K	0.01%	669
2024 Q4	$3.71M	Buy	7,822 +2,610	+50%	+$1.32M	0.01%	693
2024 Q3	$2.56M	Sell	5,212 -9,380	-64%	-$4.51M	0.01%	723
2024 Q2	$7.04M	Buy	14,592 +12,345	+549%	+$5.64M	0.02%	431
2024 Q1	$971K	Buy	+2,247	New	+$903K	0.01%	604

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

Focus Partners Wealth's WSO Position: Q2 2026 in Review

Focus Partners Wealth increased its Watsco Inc (WSO) stake by 4.7% in Q2 2026, buying an estimated $102K and bringing the position to 5,683 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Focus Partners Wealth first reported a position in WSO in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.04M in Q2 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Focus Partners Wealth held 5,683 shares of Watsco Inc worth $2.37M as of Q2 2026.
Focus Partners Wealth bought 254 Watsco Inc shares in Q2 2026, an estimated $102K.
Watsco Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1284 holding.
Focus Partners Wealth first reported a position in Watsco Inc in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's Watsco Inc position peaked at $7.04M in Q2 2024.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.