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Trueblood Wealth Management’s Watsco Inc WSO Stock Holding History

Trueblood 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 		$916K Sell
2,198
-38
-2% -$15.3K 0.32% 103
2026
Q1 		$813K Buy
2,236
+32
+1% +$12.4K 0.32% 100
2025
Q4 		$743K Sell
2,204
-1,000
-31% -$357K 0.29% 114
2025
Q3 		$1.3M Sell
3,204
-953
-23% -$407K 0.51% 66
2025
Q2 		$1.84M Buy
4,157
+163
+4% +$75.6K 0.77% 29
2025
Q1 		$2.03M Buy
3,994
+211
+6% +$104K 0.94% 18
2024
Q4 		$1.79M Buy
3,783
+103
+3% +$52.2K 0.88% 20
2024
Q3 		$1.81M Buy
3,680
+38
+1% +$18.3K 0.91% 21
2024
Q2 		$1.69M Buy
3,642
+39
+1% +$17.8K 0.95% 21
2024
Q1 		$1.56M Buy
3,603
+32
+0.9% +$12.9K 0.89% 23
2023
Q4 		$1.53M Buy
+3,571
New +$1.38M 0.96% 20

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

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

Trueblood Wealth Management reduced its Watsco Inc (WSO) stake by 1.7% in Q2 2026, selling an estimated $15.3K and leaving 2,198 shares worth $916K. The position accounts for 0.32% of the portfolio, ranked #103.

Trueblood Wealth Management first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Trueblood Wealth Management held 2,198 shares of Watsco Inc worth $916K as of Q2 2026.
  • Trueblood Wealth Management sold 38 Watsco Inc shares in Q2 2026, an estimated $15.3K.
  • Watsco Inc made up 0.32% of Trueblood Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Trueblood Wealth Management first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Watsco Inc position peaked at $2.03M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.