JNBA Financial Advisors’s Watsco Inc WSO Stock Holding History

JNBA Financial 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	–	Sell	-10	Closed	-$3.64K	–	903
2026 Q1	$3.64K	Buy	+10	New	+$3.88K	﹤0.01%	653
2023 Q4	–	Sell	-9	Closed	-$3.4K	–	755
2023 Q3	$3.4K	Hold	9	–	–	﹤0.01%	583
2023 Q2	$3.43K	Buy	+9	New	+$3.05K	﹤0.01%	578
2022 Q3	–	Sell	-19	Closed	-$5K	–	762
2022 Q2	$5K	Hold	19	–	–	﹤0.01%	571
2022 Q1	$6K	Hold	19	–	–	﹤0.01%	547
2021 Q4	$6K	Hold	19	–	–	﹤0.01%	597
2021 Q3	$5K	Hold	19	–	–	﹤0.01%	598
2021 Q2	$5K	Hold	19	–	–	﹤0.01%	550
2021 Q1	$5K	Buy	+19	New	+$4.68K	﹤0.01%	536
2018 Q4	–	Sell	-50	Closed	-$9K	–	731
2018 Q3	$9K	Buy	+50	New	+$8.83K	﹤0.01%	389
2016 Q4	–	Sell	-17	Closed	-$2K	–	1362
2016 Q3	$2K	Buy	+17	New	+$2.44K	﹤0.01%	1451

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JNBA Financial Advisors's WSO Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 10 shares — an estimated $3.64K sold.

JNBA Financial Advisors first reported a position in WSO in Q3 2016 and held it in 11 quarters. The position peaked at $9K in Q3 2018. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

JNBA Financial Advisors reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
JNBA Financial Advisors sold 10 Watsco Inc shares in Q2 2026, an estimated $3.64K.
JNBA Financial Advisors first reported a position in Watsco Inc in Q3 2016 and held it in 11 quarters.
JNBA Financial Advisors's Watsco Inc position peaked at $9K in Q3 2018.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.