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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
Q2 		$773K Sell
1,855
-253
-12% -$102K 0.01% 659
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's WSO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Watsco Inc (WSO) stake by 12% in Q2 2026, selling an estimated $102K and leaving 1,855 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #659.

Mount Yale Investment Advisors first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Mount Yale Investment Advisors held 1,855 shares of Watsco Inc worth $773K as of Q2 2026.
  • Mount Yale Investment Advisors sold 253 Watsco Inc shares in Q2 2026, an estimated $102K.
  • Watsco Inc made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #659 holding.
  • Mount Yale Investment Advisors first reported a position in Watsco Inc in Q2 2025 and has held it in 5 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.