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Tyche Wealth Partners’s Watsco Inc WSO Stock Holding History

Tyche Wealth Partners’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
-1,412
Closed -$514K – 374
2026
Q1 		$514K Buy
1,412
+493
+54% +$191K 0.08% 194
2025
Q4 		$310K Buy
+919
New +$328K 0.05% 261
2025
Q1 		– Sell
-1,301
Closed -$617K – 327
2024
Q4 		$617K Buy
+1,301
New +$659K 0.13% 134

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

Tyche Wealth Partners's WSO Position: Q2 2026 in Review

Tyche Wealth Partners sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 1,412 shares — an estimated $514K sold.

Tyche Wealth Partners first reported a position in WSO in Q4 2024 and held it in 3 quarters. The position peaked at $617K in Q4 2024. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Tyche Wealth Partners reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • Tyche Wealth Partners sold 1,412 Watsco Inc shares in Q2 2026, an estimated $514K.
  • Tyche Wealth Partners first reported a position in Watsco Inc in Q4 2024 and held it in 3 quarters.
  • Tyche Wealth Partners's Watsco Inc position peaked at $617K in Q4 2024.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.