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Greykasell Wealth Strategies’s Watsco Inc WSO Stock Holding History

Greykasell Wealth Strategies’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 		$7.5K Hold
18
– – ﹤0.01% 400
2026
Q1 		$6.55K Hold
18
– – ﹤0.01% 446
2025
Q4 		$6.07K Hold
18
– – ﹤0.01% 401
2025
Q3 		$7.28K Hold
18
– – ﹤0.01% 320
2025
Q2 		$7.95K Hold
18
– – ﹤0.01% 257
2025
Q1 		$9.15K Buy
+18
New +$8.87K ﹤0.01% 264

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Greykasell Wealth Strategies's WSO Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Watsco Inc (WSO) position steady in Q2 2026 at 18 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Greykasell Wealth Strategies first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.15K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Greykasell Wealth Strategies held 18 shares of Watsco Inc worth $7.5K as of Q2 2026.
  • Greykasell Wealth Strategies left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #400 holding.
  • Greykasell Wealth Strategies first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Watsco Inc position peaked at $9.15K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.