Journey Strategic Wealth’s Watsco Inc WSO Stock Holding History

Journey Strategic Wealth’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 Q1	$231K	Buy	+634	New	+$246K	0.01%	701

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Journey Strategic Wealth's WSO Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Watsco Inc (WSO) in Q1 2026: 634 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings.

769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Journey Strategic Wealth held 634 shares of Watsco Inc worth $231K as of Q1 2026.
Watsco Inc was a new Journey Strategic Wealth position in Q1 2026.
Watsco Inc made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #701 holding.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.