MWC
WSO icon

MBM Wealth Consultants’s Watsco Inc WSO Stock Holding History

MBM Wealth Consultants’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 		– Sell
-16
Closed -$5.82K – 377
2026
Q1 		$5.82K Buy
+16
New +$6.2K ﹤0.01% 261
2023
Q1 		– Sell
-22
Closed -$6K – 346
2022
Q4 		$6K Buy
+22
New +$5.79K ﹤0.01% 262

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 $3.38T AUM 44.17% 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

MBM Wealth Consultants's WSO Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 16 shares — an estimated $5.82K sold.

MBM Wealth Consultants first reported a position in WSO in Q4 2022 and held it in 2 quarters. The position peaked at $6K in Q4 2022. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 16 Watsco Inc shares in Q2 2026, an estimated $5.82K.
  • MBM Wealth Consultants first reported a position in Watsco Inc in Q4 2022 and held it in 2 quarters.
  • MBM Wealth Consultants's Watsco Inc position peaked at $6K in Q4 2022.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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