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Simplicity Wealth’s Watsco Inc WSO Stock Holding History

Simplicity Wealth’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 		$813K Buy
1,951
+578
+42% +$232K 0.03% 484
2026
Q1 		$499K Buy
1,373
+189
+16% +$73.2K 0.03% 452
2025
Q4 		$399K Buy
1,184
+567
+92% +$202K 0.02% 482
2025
Q3 		$249K Buy
+617
New +$264K 0.01% 610
2024
Q3 		– Sell
-639
Closed -$296K – 1227
2024
Q2 		$296K Sell
639
-1
-0.2% -$457 0.01% 950
2024
Q1 		$276K Buy
+640
New +$257K 0.01% 948

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

Simplicity Wealth's WSO Position: Q2 2026 in Review

Simplicity Wealth increased its Watsco Inc (WSO) stake by 42% in Q2 2026, buying an estimated $232K and bringing the position to 1,951 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #484.

Simplicity Wealth first reported a position in WSO in Q1 2024 and has held it in 6 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Simplicity Wealth held 1,951 shares of Watsco Inc worth $813K as of Q2 2026.
  • Simplicity Wealth bought 578 Watsco Inc shares in Q2 2026, an estimated $232K.
  • Watsco Inc made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #484 holding.
  • Simplicity Wealth first reported a position in Watsco Inc in Q1 2024 and has held it in 6 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.