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Independent Wealth Network’s Watsco Inc WSO Stock Holding History

Independent Wealth Network’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 		$218K Sell
522
-31
-6% -$12.5K 0.06% 295
2026
Q1 		$201K Buy
+553
New +$214K 0.06% 281
2024
Q1 		– Sell
-488
Closed -$209K – 239
2023
Q4 		$209K Sell
488
-114
-19% -$44.2K 0.11% 198
2023
Q3 		$227K Buy
602
+14
+2% +$5.06K 0.14% 170
2023
Q2 		$224K Buy
+588
New +$199K 0.13% 177

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

Independent Wealth Network's WSO Position: Q2 2026 in Review

Independent Wealth Network reduced its Watsco Inc (WSO) stake by 5.6% in Q2 2026, selling an estimated $12.5K and leaving 522 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #295.

Independent Wealth Network first reported a position in WSO in Q2 2023 and has held it in 5 quarters since. The position peaked at $227K in Q3 2023. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Independent Wealth Network held 522 shares of Watsco Inc worth $218K as of Q2 2026.
  • Independent Wealth Network sold 31 Watsco Inc shares in Q2 2026, an estimated $12.5K.
  • Watsco Inc made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #295 holding.
  • Independent Wealth Network first reported a position in Watsco Inc in Q2 2023 and has held it in 5 quarters since.
  • Independent Wealth Network's Watsco Inc position peaked at $227K in Q3 2023.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.