MWM
WSO.B

Modern Wealth Management’s Watsco Inc Class B WSO.B Stock Holding History

Modern Wealth Management’s Portfolio WSO.B Stock Details WSO.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$359K Buy
+868
New +$360K ﹤0.01% 815

Other funds holding WSO.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Modern Wealth Management opened a new position in Watsco Inc Class B (WSO.B) in Q2 2026: 868 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

12 funds tracked by Wall St. Rank hold WSO.B as of Q2 2026.

  • Modern Wealth Management held 868 shares of Watsco Inc Class B worth $359K as of Q2 2026.
  • Watsco Inc Class B was a new Modern Wealth Management position in Q2 2026.
  • Watsco Inc Class B made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #815 holding.
  • 12 funds tracked by Wall St. Rank held Watsco Inc Class B as of Q2 2026.

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