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Larson Financial Group’s Watsco Inc WSO Stock Holding History

Larson Financial Group’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 		$91.7K Buy
220
+11
+5% +$4.42K ﹤0.01% 1228
2026
Q1 		$75.9K Sell
209
-3
-1% -$1.16K ﹤0.01% 1123
2025
Q4 		$71.6K Buy
212
+22
+12% +$7.86K ﹤0.01% 1064
2025
Q3 		$76.9K Sell
190
-42
-18% -$18K ﹤0.01% 996
2025
Q2 		$102K Sell
232
-1,038
-82% -$482K ﹤0.01% 840
2025
Q1 		$646K Buy
1,270
+469
+59% +$231K 0.03% 336
2024
Q4 		$380K Sell
801
-337
-30% -$171K 0.02% 419
2024
Q3 		$560K Buy
1,138
+1,107
+3,571% +$532K 0.03% 315
2024
Q2 		$14.4K Buy
31
+6
+24% +$2.74K ﹤0.01% 1159
2024
Q1 		$10.8K Sell
25
-53
-68% -$21.3K ﹤0.01% 1022
2023
Q4 		$33.4K Hold
78
– – ﹤0.01% 727
2023
Q3 		$29.5K Hold
78
– – ﹤0.01% 729
2023
Q2 		$29.8K Hold
78
– – ﹤0.01% 648
2023
Q1 		$24.8K Hold
78
– – ﹤0.01% 688
2022
Q4 		$19.5K Hold
78
– – ﹤0.01% 696
2022
Q3 		$20K Buy
78
+36
+86% +$9.76K ﹤0.01% 640
2022
Q2 		$10K Buy
+42
New +$11.1K ﹤0.01% 732

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

Larson Financial Group's WSO Position: Q2 2026 in Review

Larson Financial Group increased its Watsco Inc (WSO) stake by 5.3% in Q2 2026, buying an estimated $4.42K and bringing the position to 220 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Larson Financial Group first reported a position in WSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $646K in Q1 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Larson Financial Group held 220 shares of Watsco Inc worth $91.7K as of Q2 2026.
  • Larson Financial Group bought 11 Watsco Inc shares in Q2 2026, an estimated $4.42K.
  • Watsco Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1228 holding.
  • Larson Financial Group first reported a position in Watsco Inc in Q2 2022 and has held it in 17 quarters since.
  • Larson Financial Group's Watsco Inc position peaked at $646K in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.