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Lodestone Wealth Management’s Watsco Inc WSO Stock Holding History

Lodestone Wealth Management’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 		$27.9K Hold
67
– – 0.01% 377
2026
Q1 		$24.4K Hold
67
– – 0.01% 385
2025
Q4 		$22.6K Buy
+67
New +$23.9K 0.01% 392

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

Lodestone Wealth Management's WSO Position: Q2 2026 in Review

Lodestone Wealth Management held its Watsco Inc (WSO) position steady in Q2 2026 at 67 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #377.

Lodestone Wealth Management first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Lodestone Wealth Management held 67 shares of Watsco Inc worth $27.9K as of Q2 2026.
  • Lodestone Wealth Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Lodestone Wealth Management first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.