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Legacy Capital Wealth Partners’s Watsco Inc WSO Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-684
Closed -$249K – 425
2026
Q1 		$249K Buy
684
+70
+11% +$27.1K 0.05% 328
2025
Q4 		$207K Buy
+614
New +$219K 0.04% 361

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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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's WSO Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 684 shares — an estimated $249K sold.

Legacy Capital Wealth Partners first reported a position in WSO in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q1 2026. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 684 Watsco Inc shares in Q2 2026, an estimated $249K.
  • Legacy Capital Wealth Partners first reported a position in Watsco Inc in Q4 2025 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's Watsco Inc position peaked at $249K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.