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Significant Wealth Partners’s Watsco Inc WSO Stock Holding History

Significant Wealth Partners’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 		$488K Buy
1,171
+17
+1% +$6.83K 0.53% 57
2026
Q1 		$420K Buy
+1,154
New +$447K 0.52% 56

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

Significant Wealth Partners's WSO Position: Q2 2026 in Review

Significant Wealth Partners increased its Watsco Inc (WSO) stake by 1.5% in Q2 2026, buying an estimated $6.83K and bringing the position to 1,171 shares worth $488K. The position accounts for 0.53% of the portfolio, ranked #57.

Significant Wealth Partners first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Significant Wealth Partners held 1,171 shares of Watsco Inc worth $488K as of Q2 2026.
  • Significant Wealth Partners bought 17 Watsco Inc shares in Q2 2026, an estimated $6.83K.
  • Watsco Inc made up 0.53% of Significant Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Significant Wealth Partners first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.