KPWS
WSO icon

Kestra Private Wealth Services’s Watsco Inc WSO Stock Holding History

Kestra Private Wealth 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
Q1 		$326K Sell
895
-152
-15% -$58.9K ﹤0.01% 1415
2025
Q4 		$353K Sell
1,047
-170
-14% -$60.7K ﹤0.01% 1346
2025
Q3 		$492K Sell
1,217
-327
-21% -$140K 0.01% 1103
2025
Q2 		$682K Buy
1,544
+123
+9% +$57.1K 0.01% 902
2025
Q1 		$722K Buy
1,421
+84
+6% +$41.4K 0.01% 803
2024
Q4 		$634K Buy
1,337
+364
+37% +$184K 0.01% 823
2024
Q3 		$479K Sell
973
-27
-3% -$13K 0.01% 892
2024
Q2 		$463K Buy
1,000
+82
+9% +$37.5K 0.01% 866
2024
Q1 		$397K Buy
918
+213
+30% +$85.6K 0.01% 897
2023
Q4 		$302K Buy
+705
New +$273K 0.01% 941

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kestra Private Wealth Services's WSO Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Watsco Inc (WSO) stake by 15% in Q1 2026, selling an estimated $58.9K and leaving 895 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Kestra Private Wealth Services first reported a position in WSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $722K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Kestra Private Wealth Services held 895 shares of Watsco Inc worth $326K as of Q1 2026.
  • Kestra Private Wealth Services sold 152 Watsco Inc shares in Q1 2026, an estimated $58.9K.
  • Watsco Inc made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1415 holding.
  • Kestra Private Wealth Services first reported a position in Watsco Inc in Q4 2023 and has held it in 10 quarters since.
  • Kestra Private Wealth Services's Watsco Inc position peaked at $722K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.