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Steward Partners Investment Advisory’s Watsco Inc WSO Stock Holding History

Steward Partners Investment Advisory’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 		$964K Buy
2,651
+118
+5% +$45.7K ﹤0.01% 1178
2025
Q4 		$853K Sell
2,533
-40
-2% -$14.3K ﹤0.01% 1148
2025
Q3 		$1.04M Buy
2,573
+29
+1% +$12.4K 0.01% 1031
2025
Q2 		$1.12M Buy
2,544
+68
+3% +$31.5K 0.01% 942
2025
Q1 		$1.26M Buy
2,476
+14
+0.6% +$6.9K 0.01% 819
2024
Q4 		$1.17M Buy
2,462
+473
+24% +$240K 0.01% 818
2024
Q3 		$978K Buy
1,989
+34
+2% +$16.3K 0.01% 868
2024
Q2 		$906K Buy
1,955
+52
+3% +$23.8K 0.01% 843
2024
Q1 		$822K Buy
1,903
+182
+11% +$73.1K 0.01% 868
2023
Q4 		$737K Buy
1,721
+54
+3% +$20.9K 0.01% 836
2023
Q3 		$630K Buy
1,667
+103
+7% +$37.2K 0.01% 840
2023
Q2 		$597K Buy
1,564
+70
+5% +$23.7K 0.01% 878
2023
Q1 		$475K Buy
1,494
+32
+2% +$9.4K 0.01% 948
2022
Q4 		$365K Sell
1,462
-16
-1% -$4.21K 0.01% 1013
2022
Q3 		$381K Buy
1,478
+69
+5% +$18.7K 0.01% 955
2022
Q2 		$336K Sell
1,409
-79
-5% -$20.8K 0.01% 990
2022
Q1 		$453K Buy
1,488
+89
+6% +$25.4K 0.01% 954
2021
Q4 		$438K Sell
1,399
-3
-0.2% -$889 0.01% 988
2021
Q3 		$371K Sell
1,402
-84
-6% -$23.6K 0.01% 1024
2021
Q2 		$426K Sell
1,486
-541
-27% -$155K 0.01% 1001
2021
Q1 		$528K Buy
2,027
+194
+11% +$47.8K 0.01% 870
2020
Q4 		$415K Sell
1,833
-36
-2% -$8.27K 0.01% 813
2020
Q3 		$435K Buy
1,869
+177
+10% +$39.9K 0.01% 709
2020
Q2 		$301K Sell
1,692
-117
-6% -$19.4K 0.01% 756
2020
Q1 		$285K Sell
1,809
-66
-4% -$11.1K 0.01% 690
2019
Q4 		$337K Buy
1,875
+28
+2% +$4.92K 0.01% 730
2019
Q3 		$312K Buy
1,847
+49
+3% +$7.95K 0.01% 718
2019
Q2 		$294K Buy
1,798
+299
+20% +$47K 0.01% 703
2019
Q1 		$214K Buy
+1,499
New +$215K 0.01% 726
2018
Q4 		– Sell
-405
Closed -$72K – 2176
2018
Q3 		$72K Buy
405
+200
+98% +$35.3K ﹤0.01% 1046
2018
Q2 		$37K Buy
205
+100
+95% +$18.2K ﹤0.01% 1223
2018
Q1 		$19K Buy
105
+51
+94% +$8.84K ﹤0.01% 1357
2017
Q4 		$9K Sell
54
-77
-59% -$12.7K ﹤0.01% 1382
2017
Q3 		$21K Sell
131
-3
-2% -$453 ﹤0.01% 930
2017
Q2 		$20K Buy
134
+3
+2% +$429 ﹤0.01% 869
2017
Q1 		$18K Buy
131
+40
+44% +$5.99K ﹤0.01% 793
2016
Q4 		$13K Buy
+91
New +$13.2K 0.01% 522

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Steward Partners Investment Advisory's WSO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Watsco Inc (WSO) stake by 4.7% in Q1 2026, buying an estimated $45.7K and bringing the position to 2,651 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Steward Partners Investment Advisory first reported a position in WSO in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.26M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Steward Partners Investment Advisory held 2,651 shares of Watsco Inc worth $964K as of Q1 2026.
  • Steward Partners Investment Advisory bought 118 Watsco Inc shares in Q1 2026, an estimated $45.7K.
  • Watsco Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1178 holding.
  • Steward Partners Investment Advisory first reported a position in Watsco Inc in Q4 2016 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Watsco Inc position peaked at $1.26M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.