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LVW Advisors’s Watsco Inc WSO Stock Holding History

LVW 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 		$375K Sell
900
-260
-22% -$105K 0.03% 298
2026
Q1 		$422K Sell
1,160
-125
-10% -$48.4K 0.04% 245
2025
Q4 		$433K Sell
1,285
-177
-12% -$63.2K 0.04% 216
2025
Q3 		$591K Sell
1,462
-202
-12% -$86.4K 0.06% 167
2025
Q2 		$735K Sell
1,664
-159
-9% -$73.8K 0.08% 139
2025
Q1 		$927K Sell
1,823
-91
-5% -$44.9K 0.11% 113
2024
Q4 		$907K Sell
1,914
-12
-0.6% -$6.08K 0.11% 121
2024
Q3 		$947K Buy
1,926
+214
+13% +$103K 0.12% 120
2024
Q2 		$793K Buy
1,712
+179
+12% +$81.8K 0.12% 115
2024
Q1 		$662K Sell
1,533
-63
-4% -$25.3K 0.11% 130
2023
Q4 		$684K Buy
1,596
+6
+0.4% +$2.33K 0.13% 118
2023
Q3 		$601K Sell
1,590
-129
-8% -$46.6K 0.12% 109
2023
Q2 		$656K Sell
1,719
-15
-0.9% -$5.09K 0.13% 109
2023
Q1 		$552K Sell
1,734
-45
-3% -$13.2K 0.11% 134
2022
Q4 		$444K Sell
1,779
-120
-6% -$31.6K 0.09% 156
2022
Q3 		$489K Buy
1,899
+117
+7% +$31.7K 0.11% 133
2022
Q2 		$426K Buy
+1,782
New +$469K 0.09% 154

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
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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LVW Advisors's WSO Position: Q2 2026 in Review

LVW Advisors reduced its Watsco Inc (WSO) stake by 22% in Q2 2026, selling an estimated $105K and leaving 900 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #298.

LVW Advisors first reported a position in WSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $947K in Q3 2024. 300 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • LVW Advisors held 900 shares of Watsco Inc worth $375K as of Q2 2026.
  • LVW Advisors sold 260 Watsco Inc shares in Q2 2026, an estimated $105K.
  • Watsco Inc made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #298 holding.
  • LVW Advisors first reported a position in Watsco Inc in Q2 2022 and has held it in 17 quarters since.
  • LVW Advisors's Watsco Inc position peaked at $947K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.