PWMG
WSO icon

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
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 		$4.29K Buy
+10
New +$3.87K ﹤0.01% 687

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

Private Wealth Management Group increased its Watsco Inc (WSO) stake by 83% in Q2 2026, buying an estimated $2.01K and bringing the position to 11 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Private Wealth Management Group first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Private Wealth Management Group held 11 shares of Watsco Inc worth $4.58K as of Q2 2026.
  • Private Wealth Management Group bought 5 Watsco Inc shares in Q2 2026, an estimated $2.01K.
  • Watsco Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #878 holding.
  • Private Wealth Management Group first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Watsco Inc position peaked at $12.2K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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