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Transamerica Financial Advisors’s Watsco Inc WSO Stock Holding History

Transamerica Financial 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 		$7.92K Buy
19
+3
+19% +$1.21K ﹤0.01% 1030
2026
Q1 		$5.82K Buy
16
+8
+100% +$3.1K ﹤0.01% 1015
2025
Q4 		$2.7K Sell
8
-2
-20% -$714 ﹤0.01% 1078
2025
Q3 		$4.04K Buy
+10
New +$4.28K ﹤0.01% 915

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

Transamerica Financial Advisors's WSO Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Watsco Inc (WSO) stake by 19% in Q2 2026, buying an estimated $1.21K and bringing the position to 19 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Transamerica Financial Advisors first reported a position in WSO in Q3 2025 and has held it in 4 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Transamerica Financial Advisors held 19 shares of Watsco Inc worth $7.92K as of Q2 2026.
  • Transamerica Financial Advisors bought 3 Watsco Inc shares in Q2 2026, an estimated $1.21K.
  • Watsco Inc made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1030 holding.
  • Transamerica Financial Advisors first reported a position in Watsco Inc in Q3 2025 and has held it in 4 quarters since.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.