GoalVest Advisory’s Watsco Inc WSO Stock Holding History

GoalVest Advisory’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	$30K	Buy	72 +5	+7%	+$2.01K	0.01%	263
2026 Q1	$24.4K	Hold	67	–	–	﹤0.01%	312
2025 Q4	$22.6K	Buy	67 +14	+26%	+$5K	﹤0.01%	336
2025 Q3	$21.4K	Hold	53	–	–	﹤0.01%	288
2025 Q2	$23.4K	Buy	53 +20	+61%	+$9.28K	0.01%	261
2025 Q1	$16.8K	Hold	33	–	–	﹤0.01%	246
2024 Q4	$15.6K	Sell	33 -51	-61%	-$25.8K	﹤0.01%	260
2024 Q3	$41.3K	Hold	84	–	–	0.01%	207
2024 Q2	$38.9K	Sell	84 -20	-19%	-$9.14K	0.01%	189
2024 Q1	$44.9K	Buy	104 +10	+11%	+$4.02K	0.02%	200
2023 Q4	$40.3K	Sell	94 -23	-20%	-$8.91K	0.02%	159
2023 Q3	$44.2K	Sell	117 -23	-16%	-$8.32K	0.02%	151
2023 Q2	$53.4K	Buy	140 +32	+30%	+$10.9K	0.03%	136
2023 Q1	$34.4K	Buy	108 +4	+4%	+$1.18K	0.02%	131
2022 Q4	$25.9K	Hold	104	–	–	0.02%	147
2022 Q3	$27K	Hold	104	–	–	0.02%	138
2022 Q2	$25K	Hold	104	–	–	0.02%	205
2022 Q1	$32K	Buy	+104	New	+$29.7K	0.02%	176
2021 Q2	$30K	Hold	104	–	–	0.02%	169
2021 Q1	$27K	Hold	104	–	–	0.02%	142
2020 Q4	$24K	Buy	+104	New	+$23.9K	0.02%	145

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

GoalVest Advisory's WSO Position: Q2 2026 in Review

GoalVest Advisory increased its Watsco Inc (WSO) stake by 7.5% in Q2 2026, buying an estimated $2.01K and bringing the position to 72 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #263.

GoalVest Advisory first reported a position in WSO in Q4 2020 and has held it in 21 quarters since. The position peaked at $53.4K in Q2 2023. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

GoalVest Advisory held 72 shares of Watsco Inc worth $30K as of Q2 2026.
GoalVest Advisory bought 5 Watsco Inc shares in Q2 2026, an estimated $2.01K.
Watsco Inc made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #263 holding.
GoalVest Advisory first reported a position in Watsco Inc in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Watsco Inc position peaked at $53.4K in Q2 2023.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.