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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
Q2 		– Sell
-28
Closed -$10.2K – 2229
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 $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

Twin Peaks Wealth Advisors's WSO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 28 shares — an estimated $10.2K sold.

Twin Peaks Wealth Advisors first reported a position in WSO in Q2 2025 and held it in 2 quarters. The position peaked at $10.2K in Q1 2026. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 28 Watsco Inc shares in Q2 2026, an estimated $10.2K.
  • Twin Peaks Wealth Advisors first reported a position in Watsco Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Watsco Inc position peaked at $10.2K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.