Physician Wealth Advisors’s Watsco Inc WSO Stock Holding History

Physician Wealth Advisors’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	$24.6K	Sell	59 -3	-5%	-$1.21K	﹤0.01%	606
2026 Q1	$22.6K	Buy	62 +3	+5%	+$1.16K	﹤0.01%	584
2025 Q4	$19.9K	Buy	59 +2	+4%	+$714	﹤0.01%	587
2025 Q3	$23K	Buy	57 +1	+2%	+$428	﹤0.01%	541
2025 Q2	$24.7K	Sell	56 -2	-3%	-$928	﹤0.01%	471
2025 Q1	$29.5K	Buy	58 +2	+4%	+$986	0.01%	422
2024 Q4	$26.5K	Buy	+56	New	+$28.4K	﹤0.01%	453

Other funds holding WSO

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Physician Wealth Advisors's WSO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Watsco Inc (WSO) stake by 4.8% in Q2 2026, selling an estimated $1.21K and leaving 59 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Physician Wealth Advisors first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.5K in Q1 2025. 324 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Physician Wealth Advisors held 59 shares of Watsco Inc worth $24.6K as of Q2 2026.
Physician Wealth Advisors sold 3 Watsco Inc shares in Q2 2026, an estimated $1.21K.
Watsco Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #606 holding.
Physician Wealth Advisors first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Watsco Inc position peaked at $29.5K in Q1 2025.
324 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.