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Sound Income Strategies’s Watsco Inc WSO Stock Holding History

Sound Income Strategies’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 		– Sell
-9
Closed -$3.38K – 2400
2026
Q1 		$3.38K Hold
9
– – ﹤0.01% 1993
2025
Q4 		$3.43K Buy
+9
New +$3.21K ﹤0.01% 1963
2024
Q3 		– Sell
-29
Closed -$13.4K – 1509
2024
Q2 		$13.4K Sell
29
-6
-17% -$2.74K ﹤0.01% 712
2024
Q1 		$15.1K Hold
35
– – ﹤0.01% 652
2023
Q4 		$15K Buy
35
+6
+21% +$2.33K ﹤0.01% 646
2023
Q3 		$11K Hold
29
– – ﹤0.01% 567
2023
Q2 		$11.1K Hold
29
– – ﹤0.01% 557
2023
Q1 		$9.23K Buy
+29
New +$8.52K ﹤0.01% 574

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 $3.38T AUM 44.17% 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

Sound Income Strategies's WSO Position: Q2 2026 in Review

Sound Income Strategies sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 9 shares — an estimated $3.38K sold.

Sound Income Strategies first reported a position in WSO in Q1 2023 and held it in 8 quarters. The position peaked at $15.1K in Q1 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Sound Income Strategies reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 9 Watsco Inc shares in Q2 2026, an estimated $3.38K.
  • Sound Income Strategies first reported a position in Watsco Inc in Q1 2023 and held it in 8 quarters.
  • Sound Income Strategies's Watsco Inc position peaked at $15.1K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.