Legacy Trust’s Watsco Inc WSO Stock Holding History

Legacy Trust’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	$228K	Sell	546 -5	-0.9%	-$2.01K	0.04%	193
2026 Q1	$200K	Buy	+551	New	+$213K	0.04%	198
2025 Q4	–	Sell	-556	Closed	-$225K	–	198
2025 Q3	$225K	Hold	556	–	–	0.04%	180
2025 Q2	$246K	Hold	556	–	–	0.06%	134
2025 Q1	$283K	Sell	556 -24	-4%	-$11.8K	0.07%	134
2024 Q4	$275K	Hold	580	–	–	0.06%	137
2024 Q3	$285K	Hold	580	–	–	0.07%	137
2024 Q2	$269K	Hold	580	–	–	0.07%	129
2024 Q1	$251K	Hold	580	–	–	0.06%	138
2023 Q4	$249K	Hold	580	–	–	0.06%	143
2023 Q3	$219K	Hold	580	–	–	0.06%	148
2023 Q2	$221K	Buy	+580	New	+$197K	0.06%	156

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Legacy Trust's WSO Position: Q2 2026 in Review

Legacy Trust reduced its Watsco Inc (WSO) stake by 0.91% in Q2 2026, selling an estimated $2.01K and leaving 546 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #193.

Legacy Trust first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $285K in Q3 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Legacy Trust held 546 shares of Watsco Inc worth $228K as of Q2 2026.
Legacy Trust sold 5 Watsco Inc shares in Q2 2026, an estimated $2.01K.
Watsco Inc made up 0.04% of Legacy Trust's portfolio in Q2 2026, its #193 holding.
Legacy Trust first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
Legacy Trust's Watsco Inc position peaked at $285K in Q3 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.