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MPWM Advisory Solutions’s Watsco Inc WSO Stock Holding History

MPWM Advisory Solutions’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 		$5K Hold
12
– – ﹤0.01% 411
2026
Q1 		$4.37K Hold
12
– – ﹤0.01% 410
2025
Q4 		$4.04K Hold
12
– – ﹤0.01% 404
2025
Q3 		$4.85K Hold
12
– – ﹤0.01% 346
2025
Q2 		$5.3K Sell
12
-22
-65% -$10.2K ﹤0.01% 351
2025
Q1 		$17.3K Hold
34
– – 0.01% 261
2024
Q4 		$16.1K Buy
+34
New +$17.2K 0.01% 274

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 $3.37T AUM 44.26% 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

MPWM Advisory Solutions's WSO Position: Q2 2026 in Review

MPWM Advisory Solutions held its Watsco Inc (WSO) position steady in Q2 2026 at 12 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

MPWM Advisory Solutions first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • MPWM Advisory Solutions held 12 shares of Watsco Inc worth $5K as of Q2 2026.
  • MPWM Advisory Solutions left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #411 holding.
  • MPWM Advisory Solutions first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Watsco Inc position peaked at $17.3K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.