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Principia Wealth Advisory’s Watsco Inc WSO Stock Holding History

Principia Wealth Advisory’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 		$1.25K Sell
3
-1
-25% -$402 ﹤0.01% 714
2026
Q1 		$1.46K Buy
4
+2
+100% +$775 ﹤0.01% 602
2025
Q4 		$674 Hold
2
– – ﹤0.01% 765
2025
Q3 		$809 Buy
2
+1
+100% +$428 ﹤0.01% 705
2025
Q2 		$442 Hold
1
– – ﹤0.01% 762
2025
Q1 		$499 Hold
1
– – ﹤0.01% 569
2024
Q4 		$474 Buy
+1
New +$506 ﹤0.01% 560

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

Principia Wealth Advisory's WSO Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Watsco Inc (WSO) stake by 25% in Q2 2026, selling an estimated $402 and leaving 3 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Principia Wealth Advisory first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46K in Q1 2026. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Principia Wealth Advisory held 3 shares of Watsco Inc worth $1.25K as of Q2 2026.
  • Principia Wealth Advisory sold 1 Watsco Inc share in Q2 2026, an estimated $402.
  • Watsco Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #714 holding.
  • Principia Wealth Advisory first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Watsco Inc position peaked at $1.46K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.