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Keating Financial Advisory Services’s Watsco Inc WSO Stock Holding History

Keating Financial Advisory Services’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 		$24.2K Buy
58
+37
+176% +$14.9K ﹤0.01% 908
2026
Q1 		$7.64K Sell
21
-3
-13% -$1.16K ﹤0.01% 1237
2025
Q4 		$8.09K Buy
+24
New +$8.57K ﹤0.01% 1151

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

Keating Financial Advisory Services's WSO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Watsco Inc (WSO) stake by 176% in Q2 2026, buying an estimated $14.9K and bringing the position to 58 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Keating Financial Advisory Services first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Keating Financial Advisory Services held 58 shares of Watsco Inc worth $24.2K as of Q2 2026.
  • Keating Financial Advisory Services bought 37 Watsco Inc shares in Q2 2026, an estimated $14.9K.
  • Watsco Inc made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #908 holding.
  • Keating Financial Advisory Services first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.