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ICW Investment Advisors’s Watsco Inc WSO Stock Holding History

ICW 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 		$561K Buy
1,346
+3
+0.2% +$1.21K 0.2% 112
2026
Q1 		$488K Buy
1,343
+237
+21% +$91.8K 0.18% 121
2025
Q4 		$373K Sell
1,106
-37
-3% -$13.2K 0.14% 126
2025
Q3 		$462K Buy
1,143
+224
+24% +$95.8K 0.17% 123
2025
Q2 		$406K Buy
919
+69
+8% +$32K 0.16% 123
2025
Q1 		$432K Buy
850
+12
+1% +$5.92K 0.18% 120
2024
Q4 		$397K Buy
838
+19
+2% +$9.62K 0.17% 122
2024
Q3 		$403K Buy
819
+46
+6% +$22.1K 0.17% 123
2024
Q2 		$358K Sell
773
-15
-2% -$6.86K 0.16% 126
2024
Q1 		$340K Buy
788
+92
+13% +$37K 0.15% 130
2023
Q4 		$298K Buy
696
+44
+7% +$17K 0.15% 129
2023
Q3 		$246K Buy
+652
New +$236K 0.13% 133

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

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

ICW Investment Advisors increased its Watsco Inc (WSO) stake by 0.22% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,346 shares worth $561K. The position accounts for 0.2% of the portfolio, ranked #112.

ICW Investment Advisors first reported a position in WSO in Q3 2023 and has held it in 12 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • ICW Investment Advisors held 1,346 shares of Watsco Inc worth $561K as of Q2 2026.
  • ICW Investment Advisors bought 3 Watsco Inc shares in Q2 2026, an estimated $1.21K.
  • Watsco Inc made up 0.2% of ICW Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • ICW Investment Advisors first reported a position in Watsco Inc in Q3 2023 and has held it in 12 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.