IFWM
WSO icon

Institute for Wealth Management’s Watsco Inc WSO Stock Holding History

Institute for 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 		$61.3K Buy
+147
New +$59.1K 0.01% 815
2025
Q4 		– Sell
-869
Closed -$351K – 591
2025
Q3 		$351K Buy
+869
New +$372K 0.04% 414

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's WSO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Watsco Inc (WSO) in Q2 2026: 147 shares worth $61.3K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in WSO as recently as Q3 2025.

Institute for Wealth Management first reported a position in WSO in Q3 2025 and has held it in 2 quarters since. The position peaked at $351K in Q3 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Institute for Wealth Management held 147 shares of Watsco Inc worth $61.3K as of Q2 2026.
  • Watsco Inc was a new Institute for Wealth Management position in Q2 2026.
  • Watsco Inc made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #815 holding.
  • Institute for Wealth Management first reported a position in Watsco Inc in Q3 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's Watsco Inc position peaked at $351K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.