N.E.W. Advisory Services’s Watsco Inc WSO Stock Holding History

N.E.W. Advisory Services’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	$66.7K	Hold	160	–	–	﹤0.01%	338
2026 Q1	$58.2K	Hold	160	–	–	﹤0.01%	345
2025 Q4	$53.9K	Hold	160	–	–	﹤0.01%	347
2025 Q3	$64.7K	Hold	160	–	–	0.01%	290
2025 Q2	$70.7K	Hold	160	–	–	0.01%	273
2025 Q1	$81.3K	Buy	+160	New	+$78.9K	0.01%	303

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

N.E.W. Advisory Services's WSO Position: Q2 2026 in Review

N.E.W. Advisory Services held its Watsco Inc (WSO) position steady in Q2 2026 at 160 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

N.E.W. Advisory Services first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $81.3K in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

N.E.W. Advisory Services held 160 shares of Watsco Inc worth $66.7K as of Q2 2026.
N.E.W. Advisory Services left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #338 holding.
N.E.W. Advisory Services first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Watsco Inc position peaked at $81.3K in Q1 2025.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.