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TCI Wealth Advisors’s Watsco Inc WSO Stock Holding History

TCI Wealth Advisors’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 		$1.33M Buy
3,190
+79
+3% +$31.8K 0.06% 91
2026
Q1 		$1.13M Buy
3,111
+1,326
+74% +$514K 0.06% 95
2025
Q4 		$601K Sell
1,785
-6
-0.3% -$2.14K 0.03% 133
2025
Q3 		$724K Sell
1,791
-5
-0.3% -$2.14K 0.04% 121
2025
Q2 		$793K Buy
+1,796
New +$833K 0.05% 112
2023
Q2 		– Sell
-49
Closed -$15.6K – 2256
2023
Q1 		$15.6K Buy
49
+1
+2% +$294 ﹤0.01% 837
2022
Q4 		$12K Sell
48
-1
-2% -$263 ﹤0.01% 943
2022
Q3 		$13K Sell
49
-10
-17% -$2.71K ﹤0.01% 886
2022
Q2 		$14K Buy
59
+47
+392% +$12.4K ﹤0.01% 827
2022
Q1 		$4K Hold
12
– – ﹤0.01% 1810
2021
Q4 		$4K Hold
12
– – ﹤0.01% 1921
2021
Q3 		$3K Hold
12
– – ﹤0.01% 2034
2021
Q2 		$3K Hold
12
– – ﹤0.01% 1874
2021
Q1 		$3K Hold
12
– – ﹤0.01% 1608
2020
Q4 		$3K Hold
12
– – ﹤0.01% 1151
2020
Q3 		$3K Hold
12
– – ﹤0.01% 1028
2020
Q2 		$2K Buy
+12
New +$1.99K ﹤0.01% 1147
2020
Q1 		– Sell
-27
Closed -$5K – 1789
2019
Q4 		$5K Buy
27
+3
+13% +$528 ﹤0.01% 875
2019
Q3 		$4K Buy
+24
New +$3.89K ﹤0.01% 903
2019
Q2 		– Sell
-26
Closed -$4K – 1566
2019
Q1 		$4K Hold
26
– – ﹤0.01% 874
2018
Q4 		$4K Buy
+26
New +$3.96K ﹤0.01% 851
2018
Q3 		– Sell
-21
Closed -$4K – 1601
2018
Q2 		$4K Hold
21
– – ﹤0.01% 884
2018
Q1 		$4K Buy
+21
New +$3.64K ﹤0.01% 806

Other funds holding WSO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

TCI Wealth Advisors's WSO Position: Q2 2026 in Review

TCI Wealth Advisors increased its Watsco Inc (WSO) stake by 2.5% in Q2 2026, buying an estimated $31.8K and bringing the position to 3,190 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #91.

TCI Wealth Advisors first reported a position in WSO in Q1 2018 and has held it in 23 quarters since. 300 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • TCI Wealth Advisors held 3,190 shares of Watsco Inc worth $1.33M as of Q2 2026.
  • TCI Wealth Advisors bought 79 Watsco Inc shares in Q2 2026, an estimated $31.8K.
  • Watsco Inc made up 0.06% of TCI Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • TCI Wealth Advisors first reported a position in Watsco Inc in Q1 2018 and has held it in 23 quarters since.
  • 300 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.