IMG Wealth Management’s Watsco Inc WSO Stock Holding History

IMG Wealth Management’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	$12.1K	Hold	29	–	–	0.01%	293
2026 Q1	$10.6K	Sell	29 -23	-44%	-$8.91K	0.01%	285
2025 Q4	$17.5K	Sell	52 -2	-4%	-$714	0.01%	254
2025 Q3	$21.8K	Buy	54 +2	+4%	+$855	0.01%	197
2025 Q2	$23K	Buy	52 +23	+79%	+$10.7K	0.02%	194
2025 Q1	$14.7K	Hold	29	–	–	0.01%	202
2024 Q4	$13.7K	Buy	+29	New	+$14.7K	0.01%	190

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

IMG Wealth Management's WSO Position: Q2 2026 in Review

IMG Wealth Management held its Watsco Inc (WSO) position steady in Q2 2026 at 29 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #293.

IMG Wealth Management first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $23K in Q2 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

IMG Wealth Management held 29 shares of Watsco Inc worth $12.1K as of Q2 2026.
IMG Wealth Management left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #293 holding.
IMG Wealth Management first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Watsco Inc position peaked at $23K in Q2 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.