TrueNorth Wealth & Impact, LLC’s Watsco Inc WSO Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$200K	Buy	+661	New	+$221K	0.08%	180

Other funds holding WSO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

TrueNorth Wealth & Impact, LLC's WSO Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Watsco Inc (WSO) in Q3 2026: 661 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #180 among its holdings.

638 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 661 shares of Watsco Inc worth $200K as of Q3 2026.
Watsco Inc was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Watsco Inc made up 0.08% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #180 holding.
638 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.