Pinnacle Wealth Planning Services’s Watsco Inc WSO Stock Holding History

Pinnacle Wealth Planning Services’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	$590K	Buy	1,622 +106	+7%	+$41.1K	0.06%	187
2025 Q4	$511K	Buy	1,516 +33	+2%	+$11.8K	0.05%	209
2025 Q3	$600K	Buy	1,483 +2	+0.1%	+$855	0.07%	172
2025 Q2	$654K	Buy	1,481 +57	+4%	+$26.4K	0.09%	148
2025 Q1	$724K	Buy	1,424 +13	+0.9%	+$6.41K	0.11%	112
2024 Q4	$669K	Sell	1,411 -4	-0.3%	-$2.03K	0.1%	120
2024 Q3	$696K	Hold	1,415	–	–	0.09%	138
2024 Q2	$655K	Buy	1,415 +5	+0.4%	+$2.29K	0.09%	133
2024 Q1	$609K	Buy	1,410 +15	+1%	+$6.03K	0.09%	151
2023 Q4	$598K	Buy	1,395 +20	+1%	+$7.75K	0.09%	143
2023 Q3	$519K	Hold	1,375	–	–	0.09%	152
2023 Q2	$525K	Hold	1,375	–	–	0.08%	160
2023 Q1	$437K	Hold	1,375	–	–	0.07%	194
2022 Q4	$343K	Hold	1,375	–	–	0.06%	236
2022 Q3	$354K	Hold	1,375	–	–	0.07%	197
2022 Q2	$328K	Hold	1,375	–	–	0.06%	227
2022 Q1	$419K	Sell	1,375 -2	-0.1%	-$570	0.08%	196
2021 Q4	$431K	Buy	+1,377	New	+$408K	0.08%	184
2021 Q1	–	Sell	-2	Closed	–	–	1966
2020 Q4	$0	Buy	+2	New	+$460	﹤0.01%	2318

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

Pinnacle Wealth Planning Services's WSO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Watsco Inc (WSO) stake by 7% in Q1 2026, buying an estimated $41.1K and bringing the position to 1,622 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #187.

Pinnacle Wealth Planning Services first reported a position in WSO in Q4 2020 and has held it in 19 quarters since. The position peaked at $724K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Pinnacle Wealth Planning Services held 1,622 shares of Watsco Inc worth $590K as of Q1 2026.
Pinnacle Wealth Planning Services bought 106 Watsco Inc shares in Q1 2026, an estimated $41.1K.
Watsco Inc made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #187 holding.
Pinnacle Wealth Planning Services first reported a position in Watsco Inc in Q4 2020 and has held it in 19 quarters since.
Pinnacle Wealth Planning Services's Watsco Inc position peaked at $724K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.