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Mutual Advisors’s Watsco Inc WSO Stock Holding History

Mutual 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 		$443K Sell
1,062
-96
-8% -$38.6K 0.01% 996
2026
Q1 		$421K Buy
1,158
+4
+0.3% +$1.55K 0.01% 965
2025
Q4 		$389K Buy
1,154
+16
+1% +$5.71K 0.01% 990
2025
Q3 		$409K Buy
1,138
+252
+28% +$108K 0.01% 942
2025
Q2 		$434K Sell
886
-14
-2% -$6.49K 0.01% 847
2025
Q1 		$410K Buy
900
+45
+5% +$22.2K 0.01% 794
2024
Q4 		$420K Buy
855
+114
+15% +$57.7K 0.01% 770
2024
Q3 		$355K Buy
741
+63
+9% +$30.3K 0.01% 827
2024
Q2 		$341K Sell
678
-5
-0.7% -$2.29K 0.01% 837
2024
Q1 		$295K Sell
683
-252
-27% -$101K 0.01% 874
2023
Q4 		$401K Buy
935
+240
+35% +$93K 0.01% 717
2023
Q3 		$263K Buy
+695
New +$251K 0.01% 825

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

Mutual Advisors's WSO Position: Q2 2026 in Review

Mutual Advisors reduced its Watsco Inc (WSO) stake by 8.3% in Q2 2026, selling an estimated $38.6K and leaving 1,062 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #996.

Mutual Advisors first reported a position in WSO in Q3 2023 and has held it in 12 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Mutual Advisors held 1,062 shares of Watsco Inc worth $443K as of Q2 2026.
  • Mutual Advisors sold 96 Watsco Inc shares in Q2 2026, an estimated $38.6K.
  • Watsco Inc made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #996 holding.
  • Mutual Advisors first reported a position in Watsco Inc in Q3 2023 and has held it in 12 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.