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Prosperity Consulting Group’s Watsco Inc WSO Stock Holding History

Prosperity Consulting 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 		$3.26M Sell
7,818
-287
-4% -$115K 0.12% 125
2026
Q1 		$2.95M Sell
8,105
-456
-5% -$177K 0.13% 122
2025
Q4 		$2.88M Sell
8,561
-994
-10% -$355K 0.13% 121
2025
Q3 		$3.86M Sell
9,555
-603
-6% -$258K 0.19% 95
2025
Q2 		$4.49M Sell
10,158
-465
-4% -$216K 0.33% 71
2025
Q1 		$5.4M Sell
10,623
-477
-4% -$235K 0.42% 56
2024
Q4 		$5.26M Sell
11,100
-394
-3% -$200K 0.4% 58
2024
Q3 		$5.65M Buy
11,494
+53
+0.5% +$25.5K 0.44% 52
2024
Q2 		$5.3M Sell
11,441
-1,058
-8% -$484K 0.72% 33
2024
Q1 		$5.4M Buy
+12,499
New +$5.02M 0.68% 37

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

Prosperity Consulting Group's WSO Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Watsco Inc (WSO) stake by 3.5% in Q2 2026, selling an estimated $115K and leaving 7,818 shares worth $3.26M. The position accounts for 0.12% of the portfolio, ranked #125.

Prosperity Consulting Group first reported a position in WSO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.65M in Q3 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Prosperity Consulting Group held 7,818 shares of Watsco Inc worth $3.26M as of Q2 2026.
  • Prosperity Consulting Group sold 287 Watsco Inc shares in Q2 2026, an estimated $115K.
  • Watsco Inc made up 0.12% of Prosperity Consulting Group's portfolio in Q2 2026, its #125 holding.
  • Prosperity Consulting Group first reported a position in Watsco Inc in Q1 2024 and has held it in 10 quarters since.
  • Prosperity Consulting Group's Watsco Inc position peaked at $5.65M in Q3 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.