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High Note Wealth’s Watsco Inc WSO Stock Holding History

High Note Wealth’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 		$5.42K Sell
13
-1
-7% -$402 ﹤0.01% 572
2026
Q1 		$5.09K Hold
14
– – ﹤0.01% 533
2025
Q4 		$4.72K Buy
14
+3
+27% +$1.07K ﹤0.01% 528
2025
Q3 		$4.45K Sell
11
-1
-8% -$428 ﹤0.01% 526
2025
Q2 		$5.3K Hold
12
– – ﹤0.01% 404
2025
Q1 		$6.1K Hold
12
– – ﹤0.01% 362
2024
Q4 		$5.69K Buy
+12
New +$6.08K ﹤0.01% 391

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

High Note Wealth's WSO Position: Q2 2026 in Review

High Note Wealth reduced its Watsco Inc (WSO) stake by 7.1% in Q2 2026, selling an estimated $402 and leaving 13 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

High Note Wealth first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.1K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • High Note Wealth held 13 shares of Watsco Inc worth $5.42K as of Q2 2026.
  • High Note Wealth sold 1 Watsco Inc share in Q2 2026, an estimated $402.
  • Watsco Inc made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #572 holding.
  • High Note Wealth first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Watsco Inc position peaked at $6.1K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.