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HFM Investment Advisors’s Watsco Inc WSO Stock Holding History

HFM Investment 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 		$2.92K Buy
7
+6
+600% +$2.41K ﹤0.01% 314
2026
Q1 		$364 Buy
+1
New +$387 ﹤0.01% 796
2025
Q4 		– Sell
-1
Closed -$404 – 1341
2025
Q3 		$404 Sell
1
-1
-50% -$428 ﹤0.01% 755
2025
Q2 		$883 Buy
2
+1
+100% +$464 ﹤0.01% 421
2025
Q1 		$509 Buy
+1
New +$493 ﹤0.01% 280

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

HFM Investment Advisors's WSO Position: Q2 2026 in Review

HFM Investment Advisors increased its Watsco Inc (WSO) stake by 600% in Q2 2026, buying an estimated $2.41K and bringing the position to 7 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

HFM Investment Advisors first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Watsco Inc worth $2.92K as of Q2 2026.
  • HFM Investment Advisors bought 6 Watsco Inc shares in Q2 2026, an estimated $2.41K.
  • Watsco Inc made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • HFM Investment Advisors first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.