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Hartford Financial Management’s Watsco Inc WSO Stock Holding History

Hartford Financial 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 		$12.5K Sell
30
-34
-53% -$13.7K ﹤0.01% 269
2026
Q1 		$23.3K Buy
64
+12
+23% +$4.65K 0.01% 235
2025
Q4 		$17.5K Sell
52
-3
-5% -$1.07K ﹤0.01% 244
2025
Q3 		$22.2K Hold
55
– – 0.01% 235
2025
Q2 		$24.3K Sell
55
-11
-17% -$5.1K 0.01% 232
2025
Q1 		$33.5K Buy
66
+1
+2% +$493 0.01% 231
2024
Q4 		$30.8K Sell
65
-4
-6% -$2.03K 0.01% 245
2024
Q3 		$33.9K Buy
69
+14
+25% +$6.73K 0.01% 247
2024
Q2 		$25.5K Sell
55
-27
-33% -$12.3K 0.01% 260
2024
Q1 		$35.4K Buy
82
+7
+9% +$2.81K 0.01% 251
2023
Q4 		$32.1K Buy
75
+26
+53% +$10.1K 0.01% 250
2023
Q3 		$18.5K Buy
+49
New +$17.7K ﹤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 $3.37T 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

Hartford Financial Management's WSO Position: Q2 2026 in Review

Hartford Financial Management reduced its Watsco Inc (WSO) stake by 53% in Q2 2026, selling an estimated $13.7K and leaving 30 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Hartford Financial Management first reported a position in WSO in Q3 2023 and has held it in 12 quarters since. The position peaked at $35.4K in Q1 2024. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Hartford Financial Management held 30 shares of Watsco Inc worth $12.5K as of Q2 2026.
  • Hartford Financial Management sold 34 Watsco Inc shares in Q2 2026, an estimated $13.7K.
  • Watsco Inc made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #269 holding.
  • Hartford Financial Management first reported a position in Watsco Inc in Q3 2023 and has held it in 12 quarters since.
  • Hartford Financial Management's Watsco Inc position peaked at $35.4K in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.