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Private Advisor Group’s Watsco Inc WSO Stock Holding History

Private Advisor 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 		$394K Buy
945
+54
+6% +$21.7K ﹤0.01% 1942
2026
Q1 		$324K Sell
891
-141
-14% -$54.6K ﹤0.01% 2136
2025
Q4 		$348K Buy
1,032
+17
+2% +$6.07K ﹤0.01% 2056
2025
Q3 		$410K Sell
1,015
-415
-29% -$177K ﹤0.01% 1890
2025
Q2 		$632K Buy
1,430
+491
+52% +$228K ﹤0.01% 1563
2025
Q1 		$477K Sell
939
-386
-29% -$190K ﹤0.01% 1623
2024
Q4 		$628K Sell
1,325
-26
-2% -$13.2K ﹤0.01% 1450
2024
Q3 		$665K Sell
1,351
-25
-2% -$12K ﹤0.01% 1465
2024
Q2 		$637K Sell
1,376
-12
-0.9% -$5.49K ﹤0.01% 1441
2024
Q1 		$600K Sell
1,388
-82
-6% -$32.9K ﹤0.01% 1410
2023
Q4 		$630K Sell
1,470
-612
-29% -$237K ﹤0.01% 1340
2023
Q3 		$786K Buy
2,082
+80
+4% +$28.9K 0.01% 1164
2023
Q2 		$760K Buy
2,002
+1,334
+200% +$452K 0.01% 1182
2023
Q1 		$213K Buy
+668
New +$196K ﹤0.01% 1771
2020
Q3 		– Sell
-453
Closed -$80K – 3428
2020
Q2 		$80K Buy
+453
New +$75K ﹤0.01% 1845

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

Private Advisor Group's WSO Position: Q2 2026 in Review

Private Advisor Group increased its Watsco Inc (WSO) stake by 6.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 945 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Private Advisor Group first reported a position in WSO in Q2 2020 and has held it in 15 quarters since. The position peaked at $786K in Q3 2023. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Private Advisor Group held 945 shares of Watsco Inc worth $394K as of Q2 2026.
  • Private Advisor Group bought 54 Watsco Inc shares in Q2 2026, an estimated $21.7K.
  • Watsco Inc made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1942 holding.
  • Private Advisor Group first reported a position in Watsco Inc in Q2 2020 and has held it in 15 quarters since.
  • Private Advisor Group's Watsco Inc position peaked at $786K in Q3 2023.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.