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Tred Avon Family Wealth’s Watsco Inc WSO Stock Holding History

Tred Avon Family 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 		$542K Sell
1,300
-12
-0.9% -$4.82K 0.17% 167
2026
Q1 		$477K Buy
1,312
+138
+12% +$53.5K 0.16% 175
2025
Q4 		$396K Buy
1,174
+5
+0.4% +$1.78K 0.13% 183
2025
Q3 		$473K Buy
+1,169
New +$500K 0.16% 154

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's WSO Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Watsco Inc (WSO) stake by 0.91% in Q2 2026, selling an estimated $4.82K and leaving 1,300 shares worth $542K. The position accounts for 0.17% of the portfolio, ranked #167.

Tred Avon Family Wealth first reported a position in WSO in Q3 2025 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Tred Avon Family Wealth held 1,300 shares of Watsco Inc worth $542K as of Q2 2026.
  • Tred Avon Family Wealth sold 12 Watsco Inc shares in Q2 2026, an estimated $4.82K.
  • Watsco Inc made up 0.17% of Tred Avon Family Wealth's portfolio in Q2 2026, its #167 holding.
  • Tred Avon Family Wealth first reported a position in Watsco Inc in Q3 2025 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.