Lloyd Advisory Services’s Watsco Inc WSO Stock Holding History

Lloyd Advisory Services’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	$2.58K	Buy	+6	New	+$2.41K	﹤0.01%	485
2026 Q1	–	Sell	-2	Closed	-$731	–	1051
2025 Q4	$731	Buy	+2	New	+$714	﹤0.01%	502
2024 Q2	–	Sell	-2,655	Closed	-$1.15M	–	194
2024 Q1	$1.15M	Buy	2,655 +2,181	+460%	+$876K	0.24%	74
2023 Q4	$203K	Sell	474 -1,297	-73%	-$503K	0.1%	127
2023 Q3	$669K	Buy	+1,771	New	+$640K	0.22%	108

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's WSO Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Watsco Inc (WSO) in Q2 2026: 6 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in WSO as recently as Q4 2025.

Lloyd Advisory Services first reported a position in WSO in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.15M in Q1 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Lloyd Advisory Services held 6 shares of Watsco Inc worth $2.58K as of Q2 2026.
Watsco Inc was a new Lloyd Advisory Services position in Q2 2026.
Watsco Inc made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #485 holding.
Lloyd Advisory Services first reported a position in Watsco Inc in Q3 2023 and has held it in 5 quarters since.
Lloyd Advisory Services's Watsco Inc position peaked at $1.15M in Q1 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.