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LGT Financial Advisors’s Watsco Inc WSO Stock Holding History

LGT Financial Advisors’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 		$3.36K Hold
8
– – 0.02% 197
2026
Q1 		$2.91K Hold
8
– – 0.01% 223
2025
Q4 		$2.67K Hold
8
– – 0.02% 228
2025
Q3 		$3.18K Hold
8
– – 0.01% 326
2025
Q2 		$3.45K Hold
8
– – 0.01% 325
2025
Q1 		$3.95K Sell
8
-115
-93% -$56.7K 0.01% 244
2024
Q4 		$58.2K Hold
123
– – 0.13% 135
2024
Q3 		$60.3K Sell
123
-50
-29% -$24K 0.15% 107
2024
Q2 		$80K Sell
173
-350
-67% -$160K 0.17% 105
2024
Q1 		$226K Sell
523
-131
-20% -$52.6K 0.26% 81
2023
Q4 		$280K Buy
654
+17
+3% +$6.59K 0.34% 62
2023
Q3 		$241K Sell
637
-62
-9% -$22.4K 0.31% 68
2023
Q2 		$267K Sell
699
-116
-14% -$39.3K 0.28% 88
2023
Q1 		$259K Sell
815
-279
-26% -$82K 0.48% 60
2022
Q4 		$273K Buy
+1,094
New +$288K 0.32% 71

Other funds holding WSO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

LGT Financial Advisors's WSO Position: Q2 2026 in Review

LGT Financial Advisors held its Watsco Inc (WSO) position steady in Q2 2026 at 8 shares worth $3.36K. The position accounts for 0.02% of the portfolio, ranked #197.

LGT Financial Advisors first reported a position in WSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $280K in Q4 2023. 324 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • LGT Financial Advisors held 8 shares of Watsco Inc worth $3.36K as of Q2 2026.
  • LGT Financial Advisors left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.02% of LGT Financial Advisors's portfolio in Q2 2026, its #197 holding.
  • LGT Financial Advisors first reported a position in Watsco Inc in Q4 2022 and has held it in 15 quarters since.
  • LGT Financial Advisors's Watsco Inc position peaked at $280K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.