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International Private Wealth Advisors’s Watsco Inc WSO Stock Holding History

International Private Wealth Advisors’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 		$474K Buy
+1,137
New +$457K 0.24% 81
2025
Q2 		– Sell
-766
Closed -$389K – 185
2025
Q1 		$389K Sell
766
-16
-2% -$7.89K 0.37% 72
2024
Q4 		$371K Buy
782
+9
+1% +$4.56K 0.37% 72
2024
Q3 		$380K Sell
773
-35
-4% -$16.8K 0.56% 48
2024
Q2 		$374K Sell
808
-280
-26% -$128K 0.63% 44
2024
Q1 		$470K Buy
1,088
+424
+64% +$170K 0.91% 23
2023
Q4 		$285K Buy
+664
New +$257K 0.28% 61

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

International Private Wealth Advisors's WSO Position: Q2 2026 in Review

International Private Wealth Advisors opened a new position in Watsco Inc (WSO) in Q2 2026: 1,137 shares worth $474K. The stake represents 0.24% of the portfolio and ranks #81 among its holdings. This is a return to the name: International Private Wealth Advisors previously reported a position in WSO as recently as Q1 2025.

International Private Wealth Advisors first reported a position in WSO in Q4 2023 and has held it in 7 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • International Private Wealth Advisors held 1,137 shares of Watsco Inc worth $474K as of Q2 2026.
  • Watsco Inc was a new International Private Wealth Advisors position in Q2 2026.
  • Watsco Inc made up 0.24% of International Private Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • International Private Wealth Advisors first reported a position in Watsco Inc in Q4 2023 and has held it in 7 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.