True Wealth Design’s Watsco Inc WSO Stock Holding History

True Wealth Design’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	$1.25K	Hold	3	–	–	﹤0.01%	1898
2026 Q1	$1.09K	Buy	3 +1	+50%	+$387	﹤0.01%	1779
2025 Q4	$674	Sell	2 -3	-60%	-$1.07K	﹤0.01%	1850
2025 Q3	$2.02K	Buy	5 +1	+25%	+$428	﹤0.01%	1453
2025 Q2	$1.77K	Sell	4 -2	-33%	-$928	﹤0.01%	1231
2025 Q1	$3.05K	Buy	6 +3	+100%	+$1.48K	﹤0.01%	852
2024 Q4	$1.42K	Hold	3	–	–	﹤0.01%	824
2024 Q3	$1.48K	Hold	3	–	–	﹤0.01%	868
2024 Q2	$1.39K	Buy	3 +1	+50%	+$457	﹤0.01%	440
2024 Q1	$864	Buy	2 +1	+100%	+$402	﹤0.01%	498
2023 Q4	$429	Hold	1	–	–	﹤0.01%	506
2023 Q3	$378	Hold	1	–	–	﹤0.01%	493
2023 Q2	$382	Hold	1	–	–	﹤0.01%	515
2023 Q1	$319	Hold	1	–	–	﹤0.01%	639
2022 Q4	$249	Buy	+1	New	+$263	﹤0.01%	623

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

True Wealth Design's WSO Position: Q2 2026 in Review

True Wealth Design held its Watsco Inc (WSO) position steady in Q2 2026 at 3 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

True Wealth Design first reported a position in WSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.05K in Q1 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

True Wealth Design held 3 shares of Watsco Inc worth $1.25K as of Q2 2026.
True Wealth Design left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1898 holding.
True Wealth Design first reported a position in Watsco Inc in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Watsco Inc position peaked at $3.05K in Q1 2025.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.