Lido Advisors
WSO icon

Lido Advisors’s Watsco Inc WSO Stock Holding History

Lido 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 		$361K Sell
866
-60
-6% -$24.1K ﹤0.01% 1654
2026
Q1 		$337K Buy
926
+122
+15% +$47.3K ﹤0.01% 1504
2025
Q4 		$324K Sell
804
-48
-6% -$17.1K ﹤0.01% 1522
2025
Q3 		$345K Sell
852
-277
-25% -$118K ﹤0.01% 1415
2025
Q2 		$499K Buy
1,129
+77
+7% +$35.7K ﹤0.01% 1105
2025
Q1 		$535K Sell
1,052
-139
-12% -$68.5K ﹤0.01% 1002
2024
Q4 		$564K Buy
1,191
+84
+8% +$42.5K ﹤0.01% 972
2024
Q3 		$545K Buy
1,107
+182
+20% +$87.5K ﹤0.01% 931
2024
Q2 		$429K Buy
925
+103
+13% +$47.1K ﹤0.01% 979
2024
Q1 		$355K Buy
822
+3
+0.4% +$1.21K ﹤0.01% 1018
2023
Q4 		$351K Buy
+819
New +$317K ﹤0.01% 971

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Lido Advisors's WSO Position: Q2 2026 in Review

Lido Advisors reduced its Watsco Inc (WSO) stake by 6.5% in Q2 2026, selling an estimated $24.1K and leaving 866 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Lido Advisors first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $564K in Q4 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Lido Advisors held 866 shares of Watsco Inc worth $361K as of Q2 2026.
  • Lido Advisors sold 60 Watsco Inc shares in Q2 2026, an estimated $24.1K.
  • Watsco Inc made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1654 holding.
  • Lido Advisors first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Lido Advisors's Watsco Inc position peaked at $564K in Q4 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.