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IFG Advisory’s Watsco Inc WSO Stock Holding History

IFG Advisory’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 		$81K Buy
+194
New +$78K ﹤0.01% 1160

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

IFG Advisory's WSO Position: Q2 2026 in Review

IFG Advisory opened a new position in Watsco Inc (WSO) in Q2 2026: 194 shares worth $81K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings.

781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • IFG Advisory held 194 shares of Watsco Inc worth $81K as of Q2 2026.
  • Watsco Inc was a new IFG Advisory position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1160 holding.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.