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Hantz Financial Services’s Watsco Inc WSO Stock Holding History

Hantz Financial Services’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 		$707K Buy
1,697
+139
+9% +$55.9K 0.01% 611
2026
Q1 		$567K Buy
1,558
+796
+104% +$308K 0.01% 618
2025
Q4 		$257K Buy
762
+553
+265% +$197K ﹤0.01% 773
2025
Q3 		$84K Buy
209
+97
+87% +$41.5K ﹤0.01% 1031
2025
Q2 		$49K Buy
112
+104
+1,300% +$48.2K ﹤0.01% 972
2025
Q1 		$4K Buy
+8
New +$3.94K ﹤0.01% 1249

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 $3.37T AUM 44.26% 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

Hantz Financial Services's WSO Position: Q2 2026 in Review

Hantz Financial Services increased its Watsco Inc (WSO) stake by 8.9% in Q2 2026, buying an estimated $55.9K and bringing the position to 1,697 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #611.

Hantz Financial Services first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Hantz Financial Services held 1,697 shares of Watsco Inc worth $707K as of Q2 2026.
  • Hantz Financial Services bought 139 Watsco Inc shares in Q2 2026, an estimated $55.9K.
  • Watsco Inc made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #611 holding.
  • Hantz Financial Services first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.