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Sequoia Financial Advisors’s Watsco Inc WSO Stock Holding History

Sequoia Financial 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 		$640K Sell
1,536
-575
-27% -$231K ﹤0.01% 1176
2026
Q1 		$768K Buy
2,111
+398
+23% +$154K ﹤0.01% 1014
2025
Q4 		$577K Buy
1,713
+1,024
+149% +$366K ﹤0.01% 1203
2025
Q3 		$278K Sell
689
-480
-41% -$205K ﹤0.01% 1428
2025
Q2 		$516K Buy
1,169
+487
+71% +$226K ﹤0.01% 982
2025
Q1 		$347K Sell
682
-70
-9% -$34.5K ﹤0.01% 1006
2024
Q4 		$356K Buy
752
+199
+36% +$101K ﹤0.01% 944
2024
Q3 		$272K Buy
553
+5
+0.9% +$2.4K ﹤0.01% 1016
2024
Q2 		$254K Buy
548
+70
+15% +$32K ﹤0.01% 967
2024
Q1 		$206K Buy
+478
New +$192K ﹤0.01% 1054

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

Sequoia Financial Advisors's WSO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Watsco Inc (WSO) stake by 27% in Q2 2026, selling an estimated $231K and leaving 1,536 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Sequoia Financial Advisors first reported a position in WSO in Q1 2024 and has held it in 10 quarters since. The position peaked at $768K in Q1 2026. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Sequoia Financial Advisors held 1,536 shares of Watsco Inc worth $640K as of Q2 2026.
  • Sequoia Financial Advisors sold 575 Watsco Inc shares in Q2 2026, an estimated $231K.
  • Watsco Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1176 holding.
  • Sequoia Financial Advisors first reported a position in Watsco Inc in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Watsco Inc position peaked at $768K in Q1 2026.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.