Perryman Financial Advisory’s Watsco Inc WSO Stock Holding History

Perryman Financial Advisory’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	$640K	Buy	+1,535	New	+$617K	0.09%	123

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

Perryman Financial Advisory's WSO Position: Q2 2026 in Review

Perryman Financial Advisory opened a new position in Watsco Inc (WSO) in Q2 2026: 1,535 shares worth $640K. The stake represents 0.09% of the portfolio and ranks #123 among its holdings.

781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Perryman Financial Advisory held 1,535 shares of Watsco Inc worth $640K as of Q2 2026.
Watsco Inc was a new Perryman Financial Advisory position in Q2 2026.
Watsco Inc made up 0.09% of Perryman Financial Advisory's portfolio in Q2 2026, its #123 holding.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.