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Mount Yale Investment Advisors’s Watsco Inc WSO Stock Holding History

Mount Yale Investment Advisors’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 		$767K Buy
2,108
+368
+21% +$143K 0.02% 585
2025
Q4 		$586K Buy
1,740
+1,110
+176% +$396K 0.03% 424
2025
Q3 		$255K Buy
630
+589
+1,437% +$252K 0.02% 558
2025
Q2 		$18.1K Buy
+41
New +$19K ﹤0.01% 1056

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 $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Mount Yale Investment Advisors's WSO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Watsco Inc (WSO) stake by 21% in Q1 2026, buying an estimated $143K and bringing the position to 2,108 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #585.

Mount Yale Investment Advisors first reported a position in WSO in Q2 2025 and has held it in 4 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Mount Yale Investment Advisors held 2,108 shares of Watsco Inc worth $767K as of Q1 2026.
  • Mount Yale Investment Advisors bought 368 Watsco Inc shares in Q1 2026, an estimated $143K.
  • Watsco Inc made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #585 holding.
  • Mount Yale Investment Advisors first reported a position in Watsco Inc in Q2 2025 and has held it in 4 quarters since.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.