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Measured Wealth Private Client Group’s Watsco Inc WSO Stock Holding History

Measured Wealth Private Client Group’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 		$32.1K Hold
77
– – 0.01% 397
2026
Q1 		$28K Buy
77
+10
+15% +$3.88K 0.01% 394
2025
Q4 		$22.6K Buy
67
+10
+18% +$3.57K 0.01% 454
2025
Q3 		$23K Buy
+57
New +$24.4K 0.01% 445

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

Measured Wealth Private Client Group's WSO Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Watsco Inc (WSO) position steady in Q2 2026 at 77 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #397.

Measured Wealth Private Client Group first reported a position in WSO in Q3 2025 and has held it in 4 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Measured Wealth Private Client Group held 77 shares of Watsco Inc worth $32.1K as of Q2 2026.
  • Measured Wealth Private Client Group left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #397 holding.
  • Measured Wealth Private Client Group first reported a position in Watsco Inc in Q3 2025 and has held it in 4 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.