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Journey Retirement Planning & Investment Management’s Watsco Inc WSO Stock Holding History

Journey Retirement Planning & Investment Management’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 		$685K Buy
1,643
+49
+3% +$19.7K 0.53% 57
2026
Q1 		$580K Sell
1,594
-3,551
-69% -$1.38M 0.51% 60
2025
Q4 		$1.73M Buy
+5,145
New +$1.84M 0.36% 75

Other funds holding WSO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Journey Retirement Planning & Investment Management's WSO Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Watsco Inc (WSO) stake by 3.1% in Q2 2026, buying an estimated $19.7K and bringing the position to 1,643 shares worth $685K. The position accounts for 0.53% of the portfolio, ranked #57.

Journey Retirement Planning & Investment Management first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 300 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,643 shares of Watsco Inc worth $685K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 49 Watsco Inc shares in Q2 2026, an estimated $19.7K.
  • Watsco Inc made up 0.53% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #57 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Watsco Inc position peaked at $1.73M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.