Sanctuary Advisors’s Watsco Inc WSO Stock Holding History

Sanctuary Advisors’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	$2.99M	Sell	7,184 -465	-6%	-$187K	0.01%	830
2026 Q1	$2.78M	Buy	7,649 +1,188	+18%	+$460K	0.02%	776
2025 Q4	$2.18M	Sell	6,461 -138	-2%	-$49.3K	0.01%	890
2025 Q3	$2.67M	Sell	6,599 -963	-13%	-$412K	0.02%	752
2025 Q2	$3.34M	Buy	7,562 +143	+2%	+$66.3K	0.02%	638
2025 Q1	$3.77M	Sell	7,419 -607	-8%	-$299K	0.03%	560
2024 Q4	$3.89M	Sell	8,026 -62	-0.8%	-$31.4K	0.02%	596
2024 Q3	$4.49M	Buy	8,088 +107	+1%	+$51.4K	0.03%	543
2024 Q2	$3.54M	Buy	+7,981	New	+$3.65M	0.03%	581

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's WSO Position: Q2 2026 in Review

Sanctuary Advisors reduced its Watsco Inc (WSO) stake by 6.1% in Q2 2026, selling an estimated $187K and leaving 7,184 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #830.

Sanctuary Advisors first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.49M in Q3 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Sanctuary Advisors held 7,184 shares of Watsco Inc worth $2.99M as of Q2 2026.
Sanctuary Advisors sold 465 Watsco Inc shares in Q2 2026, an estimated $187K.
Watsco Inc made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #830 holding.
Sanctuary Advisors first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Watsco Inc position peaked at $4.49M in Q3 2024.
786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.