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Phillips Wealth Planners’s Watsco Inc WSO Stock Holding History

Phillips Wealth Planners’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 		$548K Buy
1,407
+65
+5% +$26.1K 0.4% 78
2026
Q1 		$570K Buy
1,342
+418
+45% +$162K 0.43% 73
2025
Q4 		$356K Buy
924
+197
+27% +$70.3K 0.29% 114
2025
Q3 		$298K Buy
727
+48
+7% +$20.5K 0.25% 143
2025
Q2 		$312K Sell
679
-1
-0.1% -$464 0.28% 126
2025
Q1 		$346K Buy
680
+2
+0.3% +$986 0.37% 93
2024
Q4 		$315K Sell
678
-137
-17% -$69.4K 0.31% 111
2024
Q3 		$403K Sell
815
-82
-9% -$39.4K 0.39% 90
2024
Q2 		$436K Sell
897
-152
-14% -$69.5K 0.46% 76
2024
Q1 		$434K Buy
1,049
+36
+4% +$14.5K 0.5% 72
2023
Q4 		$398K Sell
1,013
-320
-24% -$124K 0.48% 70
2023
Q3 		$472K Buy
1,333
+8
+0.6% +$2.89K 0.64% 53
2023
Q2 		$506K Buy
1,325
+59
+5% +$20K 0.66% 50
2023
Q1 		$437K Buy
1,266
+35
+3% +$10.3K 0.58% 58
2022
Q4 		$368K Buy
+1,231
New +$324K 0.64% 57

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

Phillips Wealth Planners's WSO Position: Q2 2026 in Review

Phillips Wealth Planners increased its Watsco Inc (WSO) stake by 4.8% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,407 shares worth $548K. The position accounts for 0.4% of the portfolio, ranked #78.

Phillips Wealth Planners first reported a position in WSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $570K in Q1 2026. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Phillips Wealth Planners held 1,407 shares of Watsco Inc worth $548K as of Q2 2026.
  • Phillips Wealth Planners bought 65 Watsco Inc shares in Q2 2026, an estimated $26.1K.
  • Watsco Inc made up 0.4% of Phillips Wealth Planners's portfolio in Q2 2026, its #78 holding.
  • Phillips Wealth Planners first reported a position in Watsco Inc in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Watsco Inc position peaked at $570K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.