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NewEdge Wealth’s Watsco Inc WSO Stock Holding History

NewEdge Wealth’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 		$3.39M Sell
8,143
-1,263
-13% -$508K 0.03% 326
2026
Q1 		$3.42M Sell
9,406
-1,244
-12% -$482K 0.04% 301
2025
Q4 		$3.59M Sell
10,650
-778
-7% -$278K 0.04% 312
2025
Q3 		$4.09M Sell
11,428
-279
-2% -$119K 0.06% 243
2025
Q2 		$4.87M Sell
11,707
-156
-1% -$72.4K 0.08% 203
2025
Q1 		$6.03M Buy
11,863
+28
+0.2% +$13.8K 0.11% 156
2024
Q4 		$5.61M Buy
11,835
+367
+3% +$186K 0.1% 167
2024
Q3 		$5.64M Buy
11,468
+770
+7% +$370K 0.1% 174
2024
Q2 		$4.96M Sell
10,698
-48
-0.4% -$21.9K 0.11% 167
2024
Q1 		$4.9M Buy
10,746
+1,046
+11% +$420K 0.11% 166
2023
Q4 		$4.16M Buy
9,700
+313
+3% +$121K 0.11% 166
2023
Q3 		$3.55M Buy
9,387
+690
+8% +$249K 0.11% 163
2023
Q2 		$3.32M Buy
8,697
+158
+2% +$53.6K 0.11% 176
2023
Q1 		$2.72M Buy
8,539
+808
+10% +$237K 0.1% 178
2022
Q4 		$1.93M Sell
7,731
-30
-0.4% -$7.89K 0.08% 214
2022
Q3 		$2M Buy
7,761
+277
+4% +$75.1K 0.09% 189
2022
Q2 		$1.79M Buy
+7,484
New +$1.97M 0.08% 203

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

NewEdge Wealth's WSO Position: Q2 2026 in Review

NewEdge Wealth reduced its Watsco Inc (WSO) stake by 13% in Q2 2026, selling an estimated $508K and leaving 8,143 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #326.

NewEdge Wealth first reported a position in WSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.03M in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • NewEdge Wealth held 8,143 shares of Watsco Inc worth $3.39M as of Q2 2026.
  • NewEdge Wealth sold 1,263 Watsco Inc shares in Q2 2026, an estimated $508K.
  • Watsco Inc made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #326 holding.
  • NewEdge Wealth first reported a position in Watsco Inc in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Watsco Inc position peaked at $6.03M in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.