PFS Partners’s Watsco Inc WSO Stock Holding History

PFS Partners’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	$834	Hold	2	–	–	﹤0.01%	573
2026 Q1	$728	Hold	2	–	–	﹤0.01%	561
2025 Q4	$674	Hold	2	–	–	﹤0.01%	555
2025 Q3	$809	Buy	+2	New	+$855	﹤0.01%	534

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

PFS Partners's WSO Position: Q2 2026 in Review

PFS Partners held its Watsco Inc (WSO) position steady in Q2 2026 at 2 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #573.

PFS Partners first reported a position in WSO in Q3 2025 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

PFS Partners held 2 shares of Watsco Inc worth $834 as of Q2 2026.
PFS Partners left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #573 holding.
PFS Partners first reported a position in Watsco Inc in Q3 2025 and has held it in 4 quarters since.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.