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Tudor Financial’s Watsco Inc WSO Stock Holding History

Tudor Financial’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 		$498K Hold
1,195
– – 0.22% 104
2026
Q1 		$435K Hold
1,195
– – 0.22% 103
2025
Q4 		$403K Hold
1,195
– – 0.21% 107
2025
Q3 		$483K Hold
1,195
– – 0.26% 92
2025
Q2 		$528K Hold
1,195
– – 0.3% 87
2025
Q1 		$607K Hold
1,195
– – 0.36% 79
2024
Q4 		$566K Hold
1,195
– – 0.33% 85
2024
Q3 		$588K Buy
+1,195
New +$574K 0.36% 78

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

Tudor Financial's WSO Position: Q2 2026 in Review

Tudor Financial held its Watsco Inc (WSO) position steady in Q2 2026 at 1,195 shares worth $498K. The position accounts for 0.22% of the portfolio, ranked #104.

Tudor Financial first reported a position in WSO in Q3 2024 and has held it in 8 quarters since. The position peaked at $607K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Tudor Financial held 1,195 shares of Watsco Inc worth $498K as of Q2 2026.
  • Tudor Financial left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.22% of Tudor Financial's portfolio in Q2 2026, its #104 holding.
  • Tudor Financial first reported a position in Watsco Inc in Q3 2024 and has held it in 8 quarters since.
  • Tudor Financial's Watsco Inc position peaked at $607K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.