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Laurel Wealth Advisors (North Carolina)’s Watsco Inc WSO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-111
Closed -$37.4K – 671
2025
Q4 		$37.4K Buy
+111
New +$39.6K ﹤0.01% 356
2025
Q2 		– Sell
-111
Closed -$56.4K – 681
2025
Q1 		$56.4K Hold
111
– – 0.01% 296
2024
Q4 		$52.6K Hold
111
– – 0.01% 307
2024
Q3 		$54.6K Buy
+111
New +$53.4K 0.01% 301

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Fidelity Investments
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Vanguard Portfolio Management
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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WSO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 111 shares — an estimated $37.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WSO in Q3 2024 and held it in 4 quarters. The position peaked at $56.4K in Q1 2025. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 111 Watsco Inc shares in Q1 2026, an estimated $37.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Watsco Inc in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Watsco Inc position peaked at $56.4K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.