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Thrive Wealth Management’s Watsco Inc WSO Stock Holding History

Thrive Wealth Management’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 		$280K Sell
673
-3
-0.4% -$1.21K 0.04% 205
2026
Q1 		$246K Buy
+676
New +$262K 0.04% 202
2025
Q4 		– Sell
-654
Closed -$264K – 253
2025
Q3 		$264K Sell
654
-117
-15% -$50K 0.04% 199
2025
Q2 		$340K Buy
771
+46
+6% +$21.3K 0.06% 164
2025
Q1 		$369K Buy
725
+107
+17% +$52.7K 0.07% 140
2024
Q4 		$293K Sell
618
-33
-5% -$16.7K 0.05% 159
2024
Q3 		$320K Sell
651
-12
-2% -$5.77K 0.06% 161
2024
Q2 		$307K Buy
663
+62
+10% +$28.3K 0.06% 158
2024
Q1 		$260K Buy
601
+40
+7% +$16.1K 0.05% 177
2023
Q4 		$240K Buy
561
+16
+3% +$6.2K 0.05% 165
2023
Q3 		$206K Sell
545
-10
-2% -$3.62K 0.05% 162
2023
Q2 		$212K Buy
+555
New +$188K 0.05% 170

Other funds holding WSO

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
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thrive Wealth Management's WSO Position: Q2 2026 in Review

Thrive Wealth Management reduced its Watsco Inc (WSO) stake by 0.44% in Q2 2026, selling an estimated $1.21K and leaving 673 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #205.

Thrive Wealth Management first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $369K in Q1 2025. 95 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Thrive Wealth Management held 673 shares of Watsco Inc worth $280K as of Q2 2026.
  • Thrive Wealth Management sold 3 Watsco Inc shares in Q2 2026, an estimated $1.21K.
  • Watsco Inc made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Thrive Wealth Management first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
  • Thrive Wealth Management's Watsco Inc position peaked at $369K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.