Silver Grove Financial Group’s Watsco Inc WSO Stock Holding History

Silver Grove Financial 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 Q2	$5K	Buy	+12	New	+$4.82K	﹤0.01%	1201

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 $3.37T AUM 44.26% 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

Silver Grove Financial Group's WSO Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Watsco Inc (WSO) in Q2 2026: 12 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings.

780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Silver Grove Financial Group held 12 shares of Watsco Inc worth $5K as of Q2 2026.
Watsco Inc was a new Silver Grove Financial Group position in Q2 2026.
Watsco Inc made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1201 holding.
780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.