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Parr McKnight Wealth Management Group’s Watsco Inc WSO Stock Holding History

Parr McKnight Wealth Management Group’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 		– Sell
-1,057
Closed -$356K – 250
2025
Q4 		$356K Sell
1,057
-1,852
-64% -$661K 0.05% 198
2025
Q3 		$1.18M Buy
2,909
+377
+15% +$161K 0.15% 158
2025
Q2 		$1.12M Buy
+2,532
New +$1.17M 0.15% 162

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

Parr McKnight Wealth Management Group's WSO Position: Q1 2026 in Review

Parr McKnight Wealth Management Group sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 1,057 shares — an estimated $356K sold.

Parr McKnight Wealth Management Group first reported a position in WSO in Q2 2025 and held it in 3 quarters. The position peaked at $1.18M in Q3 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Parr McKnight Wealth Management Group reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 1,057 Watsco Inc shares in Q1 2026, an estimated $356K.
  • Parr McKnight Wealth Management Group first reported a position in Watsco Inc in Q2 2025 and held it in 3 quarters.
  • Parr McKnight Wealth Management Group's Watsco Inc position peaked at $1.18M in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.