Modern Wealth Management’s Watsco Inc WSO Stock Holding History

Modern 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	$1.04M	Buy	2,505 +1,508	+151%	+$606K	0.01%	514
2026 Q1	$375K	Sell	997 -90	-8%	-$34.9K	0.01%	644
2025 Q4	$366K	Buy	1,087 +348	+47%	+$124K	0.01%	625
2025 Q3	$299K	Sell	739 -17	-2%	-$7.27K	0.01%	646
2025 Q2	$334K	Buy	756 +12	+2%	+$5.57K	0.01%	586
2025 Q1	$378K	Buy	744 +107	+17%	+$52.7K	0.01%	472
2024 Q4	$302K	Buy	637 +9	+1%	+$4.56K	0.01%	455
2024 Q3	$309K	Buy	628 +1	+0.2%	+$481	0.02%	338
2024 Q2	$291K	Buy	+627	New	+$287K	0.02%	316

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 $3.37T AUM 44.26% 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

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

Modern Wealth Management increased its Watsco Inc (WSO) stake by 151% in Q2 2026, buying an estimated $606K and bringing the position to 2,505 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #514.

Modern Wealth Management first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Modern Wealth Management held 2,505 shares of Watsco Inc worth $1.04M as of Q2 2026.
Modern Wealth Management bought 1,508 Watsco Inc shares in Q2 2026, an estimated $606K.
Watsco Inc made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #514 holding.
Modern Wealth Management first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.