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SHP Wealth Management’s Watsco Inc WSO Stock Holding History

SHP Wealth Management’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 		$6.91K Buy
19
+2
+12% +$775 ﹤0.01% 992
2025
Q4 		$5.73K Buy
+17
New +$6.07K ﹤0.01% 955

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 $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SHP Wealth Management's WSO Position: Q1 2026 in Review

SHP Wealth Management increased its Watsco Inc (WSO) stake by 12% in Q1 2026, buying an estimated $775 and bringing the position to 19 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

SHP Wealth Management first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • SHP Wealth Management held 19 shares of Watsco Inc worth $6.91K as of Q1 2026.
  • SHP Wealth Management bought 2 Watsco Inc shares in Q1 2026, an estimated $775.
  • Watsco Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #992 holding.
  • SHP Wealth Management first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.