JFS Wealth Advisors
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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
Q3 		$10.3K Sell
34
-2
-6% -$668 ﹤0.01% 965
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% +$10K ﹤0.01% 749
2021
Q4 		$2K Buy
+6
New +$1.78K ﹤0.01% 1198

Other funds holding WSO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

JFS Wealth Advisors's WSO Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Watsco Inc (WSO) stake by 5.6% in Q3 2026, selling an estimated $668 and leaving 34 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

JFS Wealth Advisors first reported a position in WSO in Q4 2021 and has held it in 20 quarters since. The position peaked at $23.9K in Q1 2025. 638 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • JFS Wealth Advisors held 34 shares of Watsco Inc worth $10.3K as of Q3 2026.
  • JFS Wealth Advisors sold 2 Watsco Inc shares in Q3 2026, an estimated $668.
  • Watsco Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #965 holding.
  • JFS Wealth Advisors first reported a position in Watsco Inc in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Watsco Inc position peaked at $23.9K in Q1 2025.
  • 638 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.