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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Phillips Wealth Planners's WSO Position: Q1 2026 in Review

Phillips Wealth Planners increased its Watsco Inc (WSO) stake by 45% in Q1 2026, buying an estimated $162K and bringing the position to 1,342 shares worth $570K. The position accounts for 0.43% of the portfolio, ranked #73.

Phillips Wealth Planners first reported a position in WSO in Q4 2022 and has held it in 14 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Phillips Wealth Planners held 1,342 shares of Watsco Inc worth $570K as of Q1 2026.
Phillips Wealth Planners bought 418 Watsco Inc shares in Q1 2026, an estimated $162K.
Watsco Inc made up 0.43% of Phillips Wealth Planners's portfolio in Q1 2026, its #73 holding.
Phillips Wealth Planners first reported a position in Watsco Inc in Q4 2022 and has held it in 14 quarters since.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.