IMG Wealth Management
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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
Q3 		$8.78K Hold
29
– – ﹤0.01% 348
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IMG Wealth Management's WSO Position: Q3 2026 in Review

IMG Wealth Management held its Watsco Inc (WSO) position steady in Q3 2026 at 29 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

IMG Wealth Management first reported a position in WSO in Q4 2024 and has held it in 8 quarters since. The position peaked at $23K in Q2 2025. 468 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • IMG Wealth Management held 29 shares of Watsco Inc worth $8.78K as of Q3 2026.
  • IMG Wealth Management left its Watsco Inc share count unchanged in Q3 2026.
  • Watsco Inc made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #348 holding.
  • IMG Wealth Management first reported a position in Watsco Inc in Q4 2024 and has held it in 8 quarters since.
  • IMG Wealth Management's Watsco Inc position peaked at $23K in Q2 2025.
  • 468 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.