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Prospera Financial Services’s Watsco Inc WSO Stock Holding History

Prospera Financial Services’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 		$12.4M Buy
29,849
+286
+1% +$115K 0.18% 123
2026
Q1 		$10.8M Buy
29,563
+164
+0.6% +$63.5K 0.17% 129
2025
Q4 		$9.91M Buy
29,399
+1,302
+5% +$465K 0.16% 138
2025
Q3 		$11.4M Buy
28,097
+3,911
+16% +$1.67M 0.19% 111
2025
Q2 		$10.7M Buy
24,186
+23,273
+2,549% +$10.8M 0.2% 114
2025
Q1 		$464K Buy
913
+2
+0.2% +$986 0.01% 806
2024
Q4 		$432K Hold
911
– – 0.01% 793
2024
Q3 		$448K Sell
911
-6
-0.7% -$2.88K 0.01% 762
2024
Q2 		$425K Sell
917
-17
-2% -$7.77K 0.01% 770
2024
Q1 		$404K Buy
+934
New +$375K 0.01% 779
2022
Q3 		– Sell
-201
Closed -$48K – 1595
2022
Q2 		$48K Buy
201
+4
+2% +$1.05K ﹤0.01% 1037
2022
Q1 		$60K Buy
+197
New +$56.2K ﹤0.01% 1291
2020
Q4 		– Sell
-19
Closed -$5K – 1589
2020
Q3 		$5K Buy
+19
New +$4.28K ﹤0.01% 1304

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

Prospera Financial Services's WSO Position: Q2 2026 in Review

Prospera Financial Services increased its Watsco Inc (WSO) stake by 0.97% in Q2 2026, buying an estimated $115K and bringing the position to 29,849 shares worth $12.4M. The position accounts for 0.18% of the portfolio, ranked #123.

Prospera Financial Services first reported a position in WSO in Q3 2020 and has held it in 13 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Prospera Financial Services held 29,849 shares of Watsco Inc worth $12.4M as of Q2 2026.
  • Prospera Financial Services bought 286 Watsco Inc shares in Q2 2026, an estimated $115K.
  • Watsco Inc made up 0.18% of Prospera Financial Services's portfolio in Q2 2026, its #123 holding.
  • Prospera Financial Services first reported a position in Watsco Inc in Q3 2020 and has held it in 13 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.