MAS
WSO icon

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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

MPWM Advisory Solutions's WSO Position: Q1 2026 in Review

MPWM Advisory Solutions held its Watsco Inc (WSO) position steady in Q1 2026 at 12 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

MPWM Advisory Solutions first reported a position in WSO in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.3K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • MPWM Advisory Solutions held 12 shares of Watsco Inc worth $4.37K as of Q1 2026.
  • MPWM Advisory Solutions left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #410 holding.
  • MPWM Advisory Solutions first reported a position in Watsco Inc in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Watsco Inc position peaked at $17.3K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.