IPW
WSO icon

Impact Partnership Wealth’s Watsco Inc WSO Stock Holding History

Impact Partnership Wealth’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 		$401K Buy
963
+401
+71% +$161K 0.04% 293
2026
Q1 		$204K Sell
562
-149
-21% -$57.7K 0.03% 342
2025
Q4 		$240K Buy
+711
New +$254K 0.03% 312
2024
Q4 		– Sell
-807
Closed -$397K – 338
2024
Q3 		$397K Buy
+807
New +$388K 0.09% 137
2024
Q2 		– Sell
-494
Closed -$213K – 699
2024
Q1 		$213K Buy
494
+481
+3,700% +$193K 0.08% 164
2023
Q4 		$5.57K Sell
13
-467
-97% -$181K ﹤0.01% 567
2023
Q3 		$181K Buy
480
+471
+5,233% +$170K 0.06% 196
2023
Q2 		$3.43K Buy
+9
New +$3.05K ﹤0.01% 556

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

Impact Partnership Wealth's WSO Position: Q2 2026 in Review

Impact Partnership Wealth increased its Watsco Inc (WSO) stake by 71% in Q2 2026, buying an estimated $161K and bringing the position to 963 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #293.

Impact Partnership Wealth first reported a position in WSO in Q2 2023 and has held it in 8 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Impact Partnership Wealth held 963 shares of Watsco Inc worth $401K as of Q2 2026.
  • Impact Partnership Wealth bought 401 Watsco Inc shares in Q2 2026, an estimated $161K.
  • Watsco Inc made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #293 holding.
  • Impact Partnership Wealth first reported a position in Watsco Inc in Q2 2023 and has held it in 8 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.