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TD Private Client Wealth’s Watsco Inc WSO Stock Holding History

TD Private Client Wealth’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 		$4.09M Sell
9,818
-957
-9% -$385K 0.08% 166
2026
Q1 		$3.92M Buy
10,775
+7,083
+192% +$2.74M 0.08% 157
2025
Q4 		$1.24M Sell
3,692
-332
-8% -$119K 0.03% 323
2025
Q3 		$1.63M Sell
4,024
-534
-12% -$228K 0.04% 274
2025
Q2 		$2.01M Sell
4,558
-284
-6% -$132K 0.05% 236
2025
Q1 		$2.46M Sell
4,842
-140
-3% -$69K 0.07% 195
2024
Q4 		$2.36M Sell
4,982
-139
-3% -$70.4K 0.07% 207
2024
Q3 		$2.52M Buy
5,121
+6
+0.1% +$2.88K 0.07% 209
2024
Q2 		$2.37M Sell
5,115
-108
-2% -$49.4K 0.07% 204
2024
Q1 		$2.26M Buy
5,223
+67
+1% +$26.9K 0.07% 214
2023
Q4 		$2.21M Sell
5,156
-163
-3% -$63.2K 0.08% 196
2023
Q3 		$2.01M Sell
5,319
-1,278
-19% -$462K 0.09% 206
2023
Q2 		$2.52M Sell
6,597
-21
-0.3% -$7.12K 0.11% 187
2023
Q1 		$2.11M Sell
6,618
-120
-2% -$35.3K 0.09% 214
2022
Q4 		$1.68M Sell
6,738
-322
-5% -$84.7K 0.08% 244
2022
Q3 		$1.82M Sell
7,060
-15
-0.2% -$4.07K 0.09% 223
2022
Q2 		$1.69M Buy
7,075
+6,440
+1,014% +$1.69M 0.08% 233
2022
Q1 		$193K Sell
635
-1,241
-66% -$354K 0.01% 548
2021
Q4 		$587K Sell
1,876
-703
-27% -$208K 0.02% 400
2021
Q3 		$683K Sell
2,579
-476
-16% -$133K 0.03% 371
2021
Q2 		$876K Buy
3,055
+98
+3% +$28.1K 0.04% 340
2021
Q1 		$771K Sell
2,957
-77
-3% -$19K 0.04% 339
2020
Q4 		$687K Sell
3,034
-85
-3% -$19.5K 0.03% 339
2020
Q3 		$726K Sell
3,119
-12
-0.4% -$2.7K 0.04% 321
2020
Q2 		$556K Sell
3,131
-548
-15% -$90.7K 0.03% 346
2020
Q1 		$581K Buy
3,679
+993
+37% +$168K 0.04% 306
2019
Q4 		$484K Buy
+2,686
New +$472K 0.03% 353

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

TD Private Client Wealth's WSO Position: Q2 2026 in Review

TD Private Client Wealth reduced its Watsco Inc (WSO) stake by 8.9% in Q2 2026, selling an estimated $385K and leaving 9,818 shares worth $4.09M. The position accounts for 0.08% of the portfolio, ranked #166.

TD Private Client Wealth first reported a position in WSO in Q4 2019 and has held it in 27 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • TD Private Client Wealth held 9,818 shares of Watsco Inc worth $4.09M as of Q2 2026.
  • TD Private Client Wealth sold 957 Watsco Inc shares in Q2 2026, an estimated $385K.
  • Watsco Inc made up 0.08% of TD Private Client Wealth's portfolio in Q2 2026, its #166 holding.
  • TD Private Client Wealth first reported a position in Watsco Inc in Q4 2019 and has held it in 27 quarters since.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.