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 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 $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

Focus Partners Wealth's WSO Position: Q1 2026 in Review

Focus Partners Wealth reduced its Watsco Inc (WSO) stake by 36% in Q1 2026, selling an estimated $1.18M and leaving 5,429 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Focus Partners Wealth first reported a position in WSO in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.04M in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Focus Partners Wealth held 5,429 shares of Watsco Inc worth $1.98M as of Q1 2026.
Focus Partners Wealth sold 3,050 Watsco Inc shares in Q1 2026, an estimated $1.18M.
Watsco Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1318 holding.
Focus Partners Wealth first reported a position in Watsco Inc in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Watsco Inc position peaked at $7.04M in Q2 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.