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HB Wealth Management’s Watsco Inc WSO Stock Holding History

HB 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 		$815K Buy
1,954
+161
+9% +$64.7K ﹤0.01% 838
2026
Q1 		$652K Buy
1,793
+196
+12% +$75.9K ﹤0.01% 849
2025
Q4 		$538K Buy
1,597
+87
+6% +$31.1K ﹤0.01% 873
2025
Q3 		$611K Sell
1,510
-56
-4% -$23.9K ﹤0.01% 779
2025
Q2 		$692K Buy
1,566
+227
+17% +$105K 0.01% 638
2025
Q1 		$681K Buy
1,339
+582
+77% +$287K 0.01% 669
2024
Q4 		$359K Buy
+757
New +$383K ﹤0.01% 749

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

HB Wealth Management's WSO Position: Q2 2026 in Review

HB Wealth Management increased its Watsco Inc (WSO) stake by 9% in Q2 2026, buying an estimated $64.7K and bringing the position to 1,954 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

HB Wealth Management first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • HB Wealth Management held 1,954 shares of Watsco Inc worth $815K as of Q2 2026.
  • HB Wealth Management bought 161 Watsco Inc shares in Q2 2026, an estimated $64.7K.
  • Watsco Inc made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #838 holding.
  • HB Wealth Management first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.