IFP Advisors’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $301K | Sell |
722
-57
| -7% | -$22.9K | 0.01% | 1288 |
|
|
2026
Q1 | $283K | Sell |
779
-90
| -10% | -$34.9K | 0.01% | 1230 |
|
|
2025
Q4 | $293K | Buy |
869
+453
| +109% | +$162K | 0.01% | 1180 |
|
|
2025
Q3 | $168K | Buy |
416
+100
| +32% | +$42.8K | ﹤0.01% | 1374 |
|
|
2025
Q2 | $237K | Sell |
316
-86
| -21% | -$39.9K | 0.01% | 1186 |
|
|
2025
Q1 | $208K | Buy |
402
+12
| +3% | +$5.92K | 0.01% | 1156 |
|
|
2024
Q4 | $188K | Sell |
390
-142
| -27% | -$71.9K | 0.01% | 1146 |
|
|
2024
Q3 | $262K | Sell |
532
-57
| -10% | -$27.4K | 0.01% | 962 |
|
|
2024
Q2 | $273K | Sell |
589
-173
| -23% | -$79.1K | 0.01% | 883 |
|
|
2024
Q1 | $329K | Sell |
762
-180
| -19% | -$72.3K | 0.01% | 760 |
|
|
2023
Q4 | $403K | Sell |
942
-407
| -30% | -$158K | 0.02% | 652 |
|
|
2023
Q3 | $509K | Buy |
1,349
+434
| +47% | +$157K | 0.02% | 583 |
|
|
2023
Q2 | $349K | Buy |
915
+660
| +259% | +$224K | 0.01% | 784 |
|
|
2023
Q1 | $47.4K | Sell |
255
-184
| -42% | -$54K | ﹤0.01% | 1601 |
|
|
2022
Q4 | $90K | Buy |
439
+111
| +34% | +$29.2K | ﹤0.01% | 1814 |
|
|
2022
Q3 | $60K | Buy |
328
+13
| +4% | +$3.52K | ﹤0.01% | 2239 |
|
|
2022
Q2 | $58K | Hold |
315
| – | – | ﹤0.01% | 2062 |
|
|
2022
Q1 | $58K | Buy |
315
+57
| +22% | +$16.3K | ﹤0.01% | 2062 |
|
|
2021
Q4 | $82K | Buy |
258
+51
| +25% | +$15.1K | ﹤0.01% | 1350 |
|
|
2021
Q3 | $55K | Buy |
207
+29
| +16% | +$8.13K | ﹤0.01% | 1545 |
|
|
2021
Q2 | $49K | Hold |
178
| – | – | ﹤0.01% | 1535 |
|
|
2021
Q1 | $46K | Hold |
178
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q4 | $40K | Buy |
178
+85
| +91% | +$19.5K | ﹤0.01% | 1529 |
|
|
2020
Q3 | $22K | Buy |
93
+5
| +6% | +$1.13K | ﹤0.01% | 1615 |
|
|
2020
Q2 | $15K | Sell |
88
-36
| -29% | -$5.96K | ﹤0.01% | 1681 |
|
|
2020
Q1 | $18K | Buy |
124
+66
| +114% | +$11.1K | ﹤0.01% | 1546 |
|
|
2019
Q4 | $10K | Buy |
58
+7
| +14% | +$1.23K | ﹤0.01% | 1936 |
|
|
2019
Q3 | $8K | Buy |
+51
| New | +$8.27K | ﹤0.01% | 2184 |
|
|
2019
Q1 | $6K | Buy |
37
+9
| +32% | +$1.29K | ﹤0.01% | 1814 |
|
|
2018
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 2969 |
|
|
2018
Q3 | $5K | Sell |
28
-45
| -62% | -$7.95K | ﹤0.01% | 3235 |
|
|
2018
Q2 | $13K | Buy |
73
+28
| +62% | +$5.09K | ﹤0.01% | 2754 |
|
|
2018
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 2955 |
|
|
2017
Q4 | $8K | Hold |
45
| – | – | ﹤0.01% | 3000 |
|
|
2017
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 3246 |
|
|
2017
Q2 | $7K | Hold |
45
| – | – | ﹤0.01% | 3249 |
|
|
2017
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 3226 |
|
|
2016
Q4 | $7K | Buy |
+45
| New | +$6.52K | ﹤0.01% | 3140 |
|
|
2016
Q3 | – | Sell |
-4
| Closed | -$1K | – | 4059 |
|
|
2016
Q2 | $1K | Sell |
4
-33
| -89% | -$4.43K | ﹤0.01% | 3698 |
|
|
2016
Q1 | $6K | Buy |
37
+33
| +825% | +$4K | ﹤0.01% | 1807 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | +$493 | ﹤0.01% | 3801 |
|
Other funds holding WSO
IFP Advisors's WSO Position: Q2 2026 in Review
IFP Advisors reduced its Watsco Inc (WSO) stake by 7.3% in Q2 2026, selling an estimated $22.9K and leaving 722 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1288.
IFP Advisors first reported a position in WSO in Q4 2015 and has held it in 41 quarters since. The position peaked at $509K in Q3 2023. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.
- IFP Advisors held 722 shares of Watsco Inc worth $301K as of Q2 2026.
- IFP Advisors sold 57 Watsco Inc shares in Q2 2026, an estimated $22.9K.
- Watsco Inc made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1288 holding.
- IFP Advisors first reported a position in Watsco Inc in Q4 2015 and has held it in 41 quarters since.
- IFP Advisors's Watsco Inc position peaked at $509K in Q3 2023.
- 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.