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Strengthening Families & Communities LLC’s Watsco Inc WSO Stock Holding History

Strengthening Families & Communities LLC’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 		$35.8K Hold
86
– – 0.01% 236
2026
Q1 		$31.4K Buy
+86
New +$33.3K 0.01% 238
2025
Q4 		– Sell
-323
Closed -$152K – 754
2025
Q3 		$152K Buy
323
+307
+1,919% +$131K 0.03% 181
2025
Q2 		$8.13K Sell
16
-245
-94% -$114K ﹤0.01% 240
2025
Q1 		$121K Buy
261
+245
+1,531% +$121K 0.07% 105
2024
Q4 		$8K Sell
16
-315
-95% -$160K ﹤0.01% 233
2024
Q3 		$163K Sell
331
-6,988
-95% -$3.36M 0.04% 163
2024
Q2 		$3.39M Buy
+7,319
New +$3.35M 0.97% 22
2023
Q4 		– Sell
-6,679
Closed -$2.52M – 404
2023
Q3 		$2.52M Buy
6,679
+306
+5% +$111K 1.09% 20
2023
Q2 		$2.43M Buy
+6,373
New +$2.16M 1.06% 18
2022
Q4 		$1.46M Buy
5,850
+137
+2% +$36K 0.87% 40
2022
Q3 		$1.47M Buy
5,713
+2,769
+94% +$750K 0.77% 34
2022
Q2 		$890K Buy
2,944
+100
+4% +$26.3K 0.54% 62
2022
Q1 		$866K Buy
2,844
+2,842
+142,100% +$811K 0.53% 62
2021
Q4 		$0 Buy
+2
New +$592 ﹤0.01% 309

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

Strengthening Families & Communities LLC's WSO Position: Q2 2026 in Review

Strengthening Families & Communities LLC held its Watsco Inc (WSO) position steady in Q2 2026 at 86 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #236.

Strengthening Families & Communities LLC first reported a position in WSO in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.39M in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Strengthening Families & Communities LLC held 86 shares of Watsco Inc worth $35.8K as of Q2 2026.
  • Strengthening Families & Communities LLC left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #236 holding.
  • Strengthening Families & Communities LLC first reported a position in Watsco Inc in Q4 2021 and has held it in 15 quarters since.
  • Strengthening Families & Communities LLC's Watsco Inc position peaked at $3.39M in Q2 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.