SageView Advisory Group’s Watsco Inc WSO Stock Holding History

SageView Advisory 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 Q1	–	Sell	-78	Closed	-$26.3K	–	2442
2025 Q4	$26.3K	Buy	+78	New	+$27.9K	﹤0.01%	1345
2025 Q2	–	Sell	-423	Closed	-$215K	–	644
2025 Q1	$215K	Sell	423 -42	-9%	-$20.7K	0.01%	557
2024 Q4	$220K	Buy	465 +31	+7%	+$15.7K	0.01%	548
2024 Q3	$213K	Sell	434 -7	-2%	-$3.37K	0.01%	482
2024 Q2	$205K	Buy	+441	New	+$202K	0.01%	538
2024 Q1	–	Sell	-810	Closed	-$321K	–	836
2023 Q4	$321K	Buy	+810	New	+$314K	0.01%	487

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

SageView Advisory Group's WSO Position: Q1 2026 in Review

SageView Advisory Group sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 78 shares — an estimated $26.3K sold.

SageView Advisory Group first reported a position in WSO in Q4 2023 and held it in 6 quarters. The position peaked at $321K in Q4 2023. 770 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

SageView Advisory Group reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 78 Watsco Inc shares in Q1 2026, an estimated $26.3K.
SageView Advisory Group first reported a position in Watsco Inc in Q4 2023 and held it in 6 quarters.
SageView Advisory Group's Watsco Inc position peaked at $321K in Q4 2023.
770 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.