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Integrity Alliance’s Watsco Inc WSO Stock Holding History

Integrity Alliance’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 		$221K Buy
+529
New +$213K 0.01% 766
2025
Q4 		– Sell
-572
Closed -$231K – 827
2025
Q3 		$231K Buy
572
+87
+18% +$37.2K 0.01% 486
2025
Q2 		$214K Buy
485
+39
+9% +$18.1K 0.01% 444
2025
Q1 		$227K Buy
+446
New +$220K 0.01% 559

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

Integrity Alliance's WSO Position: Q2 2026 in Review

Integrity Alliance opened a new position in Watsco Inc (WSO) in Q2 2026: 529 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Integrity Alliance previously reported a position in WSO as recently as Q3 2025.

Integrity Alliance first reported a position in WSO in Q1 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Integrity Alliance held 529 shares of Watsco Inc worth $221K as of Q2 2026.
  • Watsco Inc was a new Integrity Alliance position in Q2 2026.
  • Watsco Inc made up 0.01% of Integrity Alliance's portfolio in Q2 2026, its #766 holding.
  • Integrity Alliance first reported a position in Watsco Inc in Q1 2025 and has held it in 4 quarters since.
  • Integrity Alliance's Watsco Inc position peaked at $231K in Q3 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.