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Prestige Wealth Management Group’s Watsco Inc WSO Stock Holding History

Prestige Wealth Management Group’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 		$834 Buy
2
+1
+100% +$402 ﹤0.01% 947
2026
Q1 		$364 Buy
+1
New +$387 ﹤0.01% 1007

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

Prestige Wealth Management Group's WSO Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Watsco Inc (WSO) stake by 100% in Q2 2026, buying an estimated $402 and bringing the position to 2 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Prestige Wealth Management Group first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Prestige Wealth Management Group held 2 shares of Watsco Inc worth $834 as of Q2 2026.
  • Prestige Wealth Management Group bought 1 Watsco Inc share in Q2 2026, an estimated $402.
  • Watsco Inc made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #947 holding.
  • Prestige Wealth Management Group first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.