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JFS Wealth Advisors’s Watsco Inc WSO Stock Holding History

JFS 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 		$15K Buy
36
+3
+9% +$1.21K ﹤0.01% 846
2026
Q1 		$12K Sell
33
-10
-23% -$3.88K ﹤0.01% 882
2025
Q4 		$14.5K Buy
43
+4
+10% +$1.43K ﹤0.01% 856
2025
Q3 		$15.8K Sell
39
-7
-15% -$2.99K ﹤0.01% 748
2025
Q2 		$20.3K Sell
46
-1
-2% -$464 ﹤0.01% 656
2025
Q1 		$23.9K Buy
47
+1
+2% +$493 ﹤0.01% 623
2024
Q4 		$21.8K Hold
46
– – ﹤0.01% 620
2024
Q3 		$22.6K Buy
46
+1
+2% +$481 ﹤0.01% 614
2024
Q2 		$20.8K Hold
45
– – ﹤0.01% 593
2024
Q1 		$19.4K Hold
45
– – ﹤0.01% 632
2023
Q4 		$19.3K Buy
45
+3
+7% +$1.16K ﹤0.01% 592
2023
Q3 		$15.9K Hold
42
– – ﹤0.01% 601
2023
Q2 		$16K Hold
42
– – ﹤0.01% 591
2023
Q1 		$13.4K Hold
42
– – ﹤0.01% 625
2022
Q4 		$10.5K Sell
42
-3
-7% -$789 ﹤0.01% 694
2022
Q3 		$12K Buy
45
+14
+45% +$3.79K ﹤0.01% 689
2022
Q2 		$7K Sell
31
-10
-24% -$2.63K ﹤0.01% 905
2022
Q1 		$12K Buy
41
+35
+583% +$9.98K ﹤0.01% 749
2021
Q4 		$2K Buy
+6
New +$1.78K ﹤0.01% 1198

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

JFS Wealth Advisors's WSO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Watsco Inc (WSO) stake by 9.1% in Q2 2026, buying an estimated $1.21K and bringing the position to 36 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

JFS Wealth Advisors first reported a position in WSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.9K in Q1 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • JFS Wealth Advisors held 36 shares of Watsco Inc worth $15K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Watsco Inc shares in Q2 2026, an estimated $1.21K.
  • Watsco Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #846 holding.
  • JFS Wealth Advisors first reported a position in Watsco Inc in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Watsco Inc position peaked at $23.9K in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.