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Sunrise Financial Services’s Watsco Inc WSO Stock Holding History

Sunrise Financial Services’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 		$833 Hold
2
– – ﹤0.01% 511
2026
Q1 		$728 Hold
2
– – ﹤0.01% 529
2025
Q4 		$674 Buy
+2
New +$714 ﹤0.01% 493

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 $3.37T AUM 44.26% 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

Sunrise Financial Services's WSO Position: Q2 2026 in Review

Sunrise Financial Services held its Watsco Inc (WSO) position steady in Q2 2026 at 2 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Sunrise Financial Services first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Sunrise Financial Services held 2 shares of Watsco Inc worth $833 as of Q2 2026.
  • Sunrise Financial Services left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #511 holding.
  • Sunrise Financial Services first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.