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Smartleaf Asset Management’s Watsco Inc WSO Stock Holding History

Smartleaf Asset 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
Q2 		$270K Hold
656
– – 0.01% 721
2026
Q1 		$229K Buy
656
+235
+56% +$91.1K 0.01% 735
2025
Q4 		$145K Sell
421
-53
-11% -$18.9K 0.01% 981
2025
Q3 		$190K Buy
474
+271
+133% +$116K 0.01% 753
2025
Q2 		$88.6K Buy
203
+14
+7% +$6.49K 0.01% 908
2025
Q1 		$95K Buy
189
+59
+45% +$29.1K 0.01% 856
2024
Q4 		$61.8K Buy
130
+15
+13% +$7.6K 0.01% 1078
2024
Q3 		$57.1K Buy
115
+60
+109% +$28.8K 0.01% 875
2024
Q2 		$25.4K Sell
55
-56
-50% -$25.6K ﹤0.01% 944
2024
Q1 		$48.2K Buy
111
+38
+52% +$15.3K 0.01% 685
2023
Q4 		$31.3K Buy
+73
New +$28.3K 0.01% 606

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

Smartleaf Asset Management's WSO Position: Q2 2026 in Review

Smartleaf Asset Management held its Watsco Inc (WSO) position steady in Q2 2026 at 656 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #721.

Smartleaf Asset Management first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. 785 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Smartleaf Asset Management held 656 shares of Watsco Inc worth $270K as of Q2 2026.
  • Smartleaf Asset Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #721 holding.
  • Smartleaf Asset Management first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • 785 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.