Level Four Advisory Services’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.05M Buy
8,381
+2,788
+50% +$1.08M 0.1% 235
2025
Q4
$1.88M Buy
5,593
+137
+3% +$48.9K 0.06% 290
2025
Q3
$2.21M Buy
5,456
+171
+3% +$73.1K 0.08% 262
2025
Q2
$2.33M Sell
5,285
-100
-2% -$46.4K 0.09% 243
2025
Q1
$2.74M Buy
5,385
+209
+4% +$103K 0.11% 216
2024
Q4
$2.45M Buy
5,176
+48
+0.9% +$24.3K 0.1% 223
2024
Q3
$2.43M Buy
5,128
+195
+4% +$93.7K 0.1% 218
2024
Q2
$2.29M Buy
+4,933
New +$2.25M 0.1% 217

Other funds holding WSO

Level Four Advisory Services's WSO Position: Q1 2026 in Review

Level Four Advisory Services increased its Watsco Inc (WSO) stake by 50% in Q1 2026, buying an estimated $1.08M and bringing the position to 8,381 shares worth $3.05M. The position accounts for 0.1% of the portfolio, ranked #235.

Level Four Advisory Services first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Level Four Advisory Services held 8,381 shares of Watsco Inc worth $3.05M as of Q1 2026.
  • Level Four Advisory Services bought 2,788 Watsco Inc shares in Q1 2026, an estimated $1.08M.
  • Watsco Inc made up 0.1% of Level Four Advisory Services's portfolio in Q1 2026, its #235 holding.
  • Level Four Advisory Services first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.