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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Modern Wealth Management's WSO Position: Q1 2026 in Review

Modern Wealth Management reduced its Watsco Inc (WSO) stake by 8.3% in Q1 2026, selling an estimated $34.9K and leaving 997 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #644.

Modern Wealth Management first reported a position in WSO in Q2 2024 and has held it in 8 quarters since. The position peaked at $378K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Modern Wealth Management held 997 shares of Watsco Inc worth $375K as of Q1 2026.
Modern Wealth Management sold 90 Watsco Inc shares in Q1 2026, an estimated $34.9K.
Watsco Inc made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #644 holding.
Modern Wealth Management first reported a position in Watsco Inc in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's Watsco Inc position peaked at $378K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.