FourThought Financial Partners’s Watsco Inc WSO Stock Holding History

FourThought Financial Partners’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	$265K	Buy	636 +1	+0.2%	+$402	0.02%	312
2026 Q1	$231K	Buy	635 +25	+4%	+$9.69K	0.02%	330
2025 Q4	$205K	Buy	610 +2	+0.3%	+$714	0.02%	454
2025 Q3	$246K	Buy	608 +1	+0.2%	+$428	0.02%	413
2025 Q2	$268K	Buy	607 +4	+0.7%	+$1.86K	0.03%	246
2025 Q1	$306K	Buy	603 +1	+0.2%	+$493	0.03%	237
2024 Q4	$285K	Buy	+602	New	+$305K	0.03%	248
2024 Q2	–	Sell	-626	Closed	-$271K	–	326
2024 Q1	$271K	Hold	626	–	–	0.03%	267
2023 Q4	$268K	Buy	626 +1	+0.2%	+$387	0.03%	262
2023 Q3	$236K	Buy	625 +1	+0.2%	+$362	0.03%	278
2023 Q2	$238K	Buy	+624	New	+$212K	0.03%	288

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

FourThought Financial Partners's WSO Position: Q2 2026 in Review

FourThought Financial Partners increased its Watsco Inc (WSO) stake by 0.16% in Q2 2026, buying an estimated $402 and bringing the position to 636 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #312.

FourThought Financial Partners first reported a position in WSO in Q2 2023 and has held it in 11 quarters since. The position peaked at $306K in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

FourThought Financial Partners held 636 shares of Watsco Inc worth $265K as of Q2 2026.
FourThought Financial Partners bought 1 Watsco Inc share in Q2 2026, an estimated $402.
Watsco Inc made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #312 holding.
FourThought Financial Partners first reported a position in Watsco Inc in Q2 2023 and has held it in 11 quarters since.
FourThought Financial Partners's Watsco Inc position peaked at $306K in Q1 2025.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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