Heartwood Wealth Advisors’s Watsco Inc WSO Stock Holding History

Heartwood Wealth Advisors’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	$317K	Hold	761	–	–	0.02%	187
2026 Q1	$277K	Hold	761	–	–	0.02%	188
2025 Q4	$256K	Hold	761	–	–	0.02%	177
2025 Q3	$308K	Hold	761	–	–	0.03%	156
2025 Q2	$336K	Hold	761	–	–	0.04%	140
2025 Q1	$387K	Hold	761	–	–	0.04%	113
2024 Q4	$361K	Hold	761	–	–	0.04%	115
2024 Q3	$374K	Hold	761	–	–	0.04%	118
2024 Q2	$353K	Hold	761	–	–	0.04%	120
2024 Q1	$329K	Hold	761	–	–	0.04%	113
2023 Q4	$326K	Hold	761	–	–	0.04%	106
2023 Q3	$287K	Buy	761 +37	+5%	+$13.4K	0.04%	107
2023 Q2	$276K	Buy	724 +89	+14%	+$30.2K	0.04%	116
2023 Q1	$202K	Buy	+635	New	+$187K	0.03%	129

Other funds holding WSO

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Heartwood Wealth Advisors's WSO Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Watsco Inc (WSO) position steady in Q2 2026 at 761 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #187.

Heartwood Wealth Advisors first reported a position in WSO in Q1 2023 and has held it in 14 quarters since. The position peaked at $387K in Q1 2025. 95 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Heartwood Wealth Advisors held 761 shares of Watsco Inc worth $317K as of Q2 2026.
Heartwood Wealth Advisors left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Heartwood Wealth Advisors first reported a position in Watsco Inc in Q1 2023 and has held it in 14 quarters since.
Heartwood Wealth Advisors's Watsco Inc position peaked at $387K in Q1 2025.
95 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.