Quest 10 Wealth Builders’s Watsco Inc WSO Stock Holding History

Quest 10 Wealth Builders’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	$8.75K	Sell	21 -5	-19%	-$2.01K	0.01%	472
2026 Q1	$9.46K	Hold	26	–	–	0.01%	453
2025 Q4	$8.76K	Hold	26	–	–	0.01%	428
2025 Q3	$10.5K	Hold	26	–	–	0.01%	371
2025 Q2	$11.5K	Hold	26	–	–	0.01%	376
2025 Q1	$13.2K	Sell	26 -6	-19%	-$2.96K	0.01%	333
2024 Q4	$15.2K	Buy	+32	New	+$16.2K	0.02%	342

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Quest 10 Wealth Builders's WSO Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Watsco Inc (WSO) stake by 19% in Q2 2026, selling an estimated $2.01K and leaving 21 shares worth $8.75K. The position accounts for 0.01% of the portfolio, ranked #472.

Quest 10 Wealth Builders first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q4 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Quest 10 Wealth Builders held 21 shares of Watsco Inc worth $8.75K as of Q2 2026.
Quest 10 Wealth Builders sold 5 Watsco Inc shares in Q2 2026, an estimated $2.01K.
Watsco Inc made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #472 holding.
Quest 10 Wealth Builders first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Watsco Inc position peaked at $15.2K in Q4 2024.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.