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

Private 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 Q3	$1.51K	Sell	5 -6	-55%	-$2K	﹤0.01%	1251
2026 Q2	$4.58K	Buy	11 +5	+83%	+$2.01K	﹤0.01%	878
2026 Q1	$2.18K	Hold	6	–	–	﹤0.01%	1060
2025 Q4	$2.02K	Sell	6 -6	-50%	-$2.14K	﹤0.01%	1076
2025 Q3	$4.85K	Sell	12 -4	-25%	-$1.71K	﹤0.01%	805
2025 Q2	$7.07K	Sell	16 -8	-33%	-$3.71K	﹤0.01%	616
2025 Q1	$12.2K	Hold	24	–	–	﹤0.01%	409
2024 Q4	$11.4K	Hold	24	–	–	﹤0.01%	429
2024 Q3	$11.8K	Hold	24	–	–	﹤0.01%	411
2024 Q2	$11.1K	Buy	24 +14	+140%	+$6.4K	﹤0.01%	413
2024 Q1	$4.32K	Hold	10	–	–	﹤0.01%	671
2023 Q4	$4.28K	Buy	+10	New	+$3.87K	﹤0.01%	687

Other funds holding WSO

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Private Wealth Management Group's WSO Position: Q3 2026 in Review

Private Wealth Management Group reduced its Watsco Inc (WSO) stake by 55% in Q3 2026, selling an estimated $2K and leaving 5 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Private Wealth Management Group first reported a position in WSO in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.2K in Q1 2025. 544 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

Private Wealth Management Group held 5 shares of Watsco Inc worth $1.51K as of Q3 2026.
Private Wealth Management Group sold 6 Watsco Inc shares in Q3 2026, an estimated $2K.
Watsco Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1251 holding.
Private Wealth Management Group first reported a position in Watsco Inc in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Watsco Inc position peaked at $12.2K in Q1 2025.
544 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.