Plante Moran Financial Advisors’s Watsco Inc WSO Stock Holding History

Plante Moran Financial 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	$3.33K	Buy	+8	New	+$3.22K	﹤0.01%	688
2025 Q1	–	Sell	-17	Closed	-$8.06K	–	984
2024 Q4	$8.06K	Buy	17 +16	+1,600%	+$8.1K	﹤0.01%	611
2024 Q3	$492	Buy	+1	New	+$481	﹤0.01%	823
2022 Q4	–	Sell	-100	Closed	-$26K	–	979
2022 Q3	$26K	Buy	100 +92	+1,150%	+$24.9K	﹤0.01%	412
2022 Q2	$2K	Buy	+8	New	+$2.1K	﹤0.01%	861
2020 Q4	–	Sell	-35	Closed	-$8K	–	1003
2020 Q3	$8K	Buy	+35	New	+$7.88K	﹤0.01%	642
2018 Q4	–	Sell	-12	Closed	-$2K	–	976
2018 Q3	$2K	Buy	+12	New	+$2.12K	﹤0.01%	713
2018 Q2	–	Sell	-4	Closed	-$1K	–	988
2018 Q1	$1K	Buy	+4	New	+$693	﹤0.01%	923
2017 Q1	–	Sell	-23	Closed	-$3K	–	1050
2016 Q4	$3K	Sell	23 -3	-12%	-$435	﹤0.01%	822
2016 Q3	$4K	Buy	26 +3	+13%	+$430	﹤0.01%	757
2016 Q2	$3K	Sell	23 -5	-18%	-$671	﹤0.01%	753
2016 Q1	$4K	Buy	+28	New	+$3.4K	﹤0.01%	633

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

Plante Moran Financial Advisors's WSO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Watsco Inc (WSO) in Q2 2026: 8 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WSO as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in WSO in Q1 2016 and has held it in 12 quarters since. The position peaked at $26K in Q3 2022. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Plante Moran Financial Advisors held 8 shares of Watsco Inc worth $3.33K as of Q2 2026.
Watsco Inc was a new Plante Moran Financial Advisors position in Q2 2026.
Watsco Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #688 holding.
Plante Moran Financial Advisors first reported a position in Watsco Inc in Q1 2016 and has held it in 12 quarters since.
Plante Moran Financial Advisors's Watsco Inc position peaked at $26K in Q3 2022.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.