Golden State Wealth Management’s Watsco Inc WSO Stock Holding History

Golden State Wealth Management’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	$46.5K	Buy	111 +1	+0.9%	+$402	﹤0.01%	740
2026 Q1	$40.3K	Buy	110 +1	+0.9%	+$387	﹤0.01%	735
2025 Q4	$37K	Hold	109	–	–	﹤0.01%	758
2025 Q3	$44.1K	Buy	109 +3	+3%	+$1.28K	﹤0.01%	707
2025 Q2	$46.8K	Hold	106	–	–	0.01%	660
2025 Q1	$53.9K	Hold	106	–	–	0.01%	575
2024 Q4	$50.2K	Buy	+106	New	+$53.7K	0.01%	575
2019 Q2	–	Sell	-10	Closed	-$1K	–	1165
2019 Q1	$1K	Buy	+10	New	+$1.44K	﹤0.01%	1086

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

Golden State Wealth Management's WSO Position: Q2 2026 in Review

Golden State Wealth Management increased its Watsco Inc (WSO) stake by 0.91% in Q2 2026, buying an estimated $402 and bringing the position to 111 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Golden State Wealth Management first reported a position in WSO in Q1 2019 and has held it in 8 quarters since. The position peaked at $53.9K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Golden State Wealth Management held 111 shares of Watsco Inc worth $46.5K as of Q2 2026.
Golden State Wealth Management bought 1 Watsco Inc share in Q2 2026, an estimated $402.
Watsco Inc made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #740 holding.
Golden State Wealth Management first reported a position in Watsco Inc in Q1 2019 and has held it in 8 quarters since.
Golden State Wealth Management's Watsco Inc position peaked at $53.9K in Q1 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.