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Twin Peaks Wealth Advisors’s Watsco Inc WSO Stock Holding History

Twin Peaks Wealth 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
Q1 		$10.2K Buy
+28
New +$10.8K ﹤0.01% 1057
2025
Q3 		– Sell
-5
Closed -$2.11K – 2160
2025
Q2 		$2.11K Buy
+5
New +$2.32K ﹤0.01% 1608

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Twin Peaks Wealth Advisors's WSO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Watsco Inc (WSO) in Q1 2026: 28 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WSO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WSO in Q2 2025 and has held it in 2 quarters since. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 28 shares of Watsco Inc worth $10.2K as of Q1 2026.
  • Watsco Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Watsco Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1057 holding.
  • Twin Peaks Wealth Advisors first reported a position in Watsco Inc in Q2 2025 and has held it in 2 quarters since.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.