Sound View Wealth Advisors Group’s Watsco Inc WSO Stock Holding History

Sound View Wealth Advisors 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 Q1	$258K	Hold	709	–	–	0.02%	368
2025 Q4	$239K	Buy	709 +11	+2%	+$3.93K	0.02%	383
2025 Q3	$282K	Hold	698	–	–	0.02%	361
2025 Q2	$308K	Sell	698 -133	-16%	-$61.7K	0.02%	343
2025 Q1	$422K	Sell	831 -67	-7%	-$33K	0.03%	281
2024 Q4	$426K	Sell	898 -4	-0.4%	-$2.03K	0.03%	282
2024 Q3	$444K	Buy	902 +3	+0.3%	+$1.44K	0.04%	271
2024 Q2	$416K	Sell	899 -32	-3%	-$14.6K	0.04%	258
2024 Q1	$402K	Sell	931 -3	-0.3%	-$1.21K	0.04%	264
2023 Q4	$400K	Hold	934	–	–	0.04%	265
2023 Q3	$353K	Buy	934 +60	+7%	+$21.7K	0.04%	266
2023 Q2	$333K	Buy	874 +6	+0.7%	+$2.04K	0.04%	275
2023 Q1	$276K	Sell	868 -66	-7%	-$19.4K	0.04%	293
2022 Q4	$400K	Buy	+934	New	+$246K	0.04%	265

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sound View Wealth Advisors Group's WSO Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its Watsco Inc (WSO) position steady in Q1 2026 at 709 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #368.

Sound View Wealth Advisors Group first reported a position in WSO in Q4 2022 and has held it in 14 quarters since. The position peaked at $444K in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Sound View Wealth Advisors Group held 709 shares of Watsco Inc worth $258K as of Q1 2026.
Sound View Wealth Advisors Group left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #368 holding.
Sound View Wealth Advisors Group first reported a position in Watsco Inc in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's Watsco Inc position peaked at $444K in Q3 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.