Tower Wealth Partners’s Watsco Inc WSO Stock Holding History

Tower Wealth Partners’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	$233K	Buy	+559	New	+$225K	0.12%	85
2025 Q4	–	Sell	-513	Closed	-$207K	–	96
2025 Q3	$207K	Buy	513 +11	+2%	+$4.7K	0.11%	90
2025 Q2	$222K	Buy	502 +10	+2%	+$4.64K	0.13%	80
2025 Q1	$250K	Buy	492 +10	+2%	+$4.93K	0.13%	67
2024 Q4	$228K	Hold	482	–	–	0.12%	65
2024 Q3	$237K	Sell	482 -1	-0.2%	-$481	0.14%	62
2024 Q2	$224K	Hold	483	–	–	0.14%	61
2024 Q1	$209K	Sell	483 -19	-4%	-$7.63K	0.14%	58
2023 Q4	$215K	Buy	+502	New	+$194K	0.15%	53

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Tower Wealth Partners's WSO Position: Q2 2026 in Review

Tower Wealth Partners opened a new position in Watsco Inc (WSO) in Q2 2026: 559 shares worth $233K. The stake represents 0.12% of the portfolio and ranks #85 among its holdings. This is a return to the name: Tower Wealth Partners previously reported a position in WSO as recently as Q3 2025.

Tower Wealth Partners first reported a position in WSO in Q4 2023 and has held it in 9 quarters since. The position peaked at $250K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Tower Wealth Partners held 559 shares of Watsco Inc worth $233K as of Q2 2026.
Watsco Inc was a new Tower Wealth Partners position in Q2 2026.
Watsco Inc made up 0.12% of Tower Wealth Partners's portfolio in Q2 2026, its #85 holding.
Tower Wealth Partners first reported a position in Watsco Inc in Q4 2023 and has held it in 9 quarters since.
Tower Wealth Partners's Watsco Inc position peaked at $250K in Q1 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.