Strategic Wealth Partners’s Watsco Inc WSO Stock Holding History

Strategic Wealth Partners’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	$6.67K	Sell	16 -2	-11%	-$804	﹤0.01%	1003
2026 Q1	$6.39K	Buy	18 +2	+13%	+$775	﹤0.01%	989
2025 Q4	$5.39K	Hold	16	–	–	﹤0.01%	1036
2025 Q3	$6.47K	Hold	16	–	–	﹤0.01%	996
2025 Q2	$7.07K	Buy	+16	New	+$7.42K	﹤0.01%	846
2019 Q2	–	Sell	-15	Closed	-$2K	–	831
2019 Q1	$2K	Buy	+15	New	+$2.15K	﹤0.01%	730

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Strategic Wealth Partners's WSO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Watsco Inc (WSO) stake by 11% in Q2 2026, selling an estimated $804 and leaving 16 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Strategic Wealth Partners first reported a position in WSO in Q1 2019 and has held it in 6 quarters since. The position peaked at $7.07K in Q2 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Strategic Wealth Partners held 16 shares of Watsco Inc worth $6.67K as of Q2 2026.
Strategic Wealth Partners sold 2 Watsco Inc shares in Q2 2026, an estimated $804.
Watsco Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1003 holding.
Strategic Wealth Partners first reported a position in Watsco Inc in Q1 2019 and has held it in 6 quarters since.
Strategic Wealth Partners's Watsco Inc position peaked at $7.07K in Q2 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.