United Capital Financial Advisors’s Watsco Inc WSO Stock Holding History

United Capital Financial 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	$2.52M	Sell	6,041 -5,421	-47%	-$2.18M	0.01%	527
2026 Q1	$4.17M	Sell	11,462 -1,887	-14%	-$731K	0.03%	395
2025 Q4	$4.5M	Sell	13,349 -2,115	-14%	-$755K	0.03%	368
2025 Q3	$6.25M	Buy	15,464 +182	+1%	+$77.8K	0.04%	266
2025 Q2	$6.75M	Sell	15,282 -174	-1%	-$80.7K	0.05%	247
2025 Q1	$7.86M	Buy	15,456 +7,834	+103%	+$3.86M	0.07%	214
2024 Q4	$3.61M	Buy	7,622 +7,176	+1,609%	+$3.63M	0.03%	311
2024 Q3	$219K	Buy	446 +4	+0.9%	+$1.92K	﹤0.01%	982
2024 Q2	$205K	Buy	+442	New	+$202K	﹤0.01%	975
2023 Q3	–	Sell	-543	Closed	-$207K	–	907
2023 Q2	$207K	Buy	+543	New	+$184K	﹤0.01%	847
2021 Q3	–	Sell	-822	Closed	-$236K	–	1251
2021 Q2	$236K	Buy	+822	New	+$235K	﹤0.01%	1101
2016 Q4	–	Sell	-2,634	Closed	-$371K	–	1335
2016 Q3	$371K	Buy	+2,634	New	+$377K	﹤0.01%	1025

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

United Capital Financial Advisors's WSO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Watsco Inc (WSO) stake by 47% in Q2 2026, selling an estimated $2.18M and leaving 6,041 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #527.

United Capital Financial Advisors first reported a position in WSO in Q3 2016 and has held it in 12 quarters since. The position peaked at $7.86M in Q1 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

United Capital Financial Advisors held 6,041 shares of Watsco Inc worth $2.52M as of Q2 2026.
United Capital Financial Advisors sold 5,421 Watsco Inc shares in Q2 2026, an estimated $2.18M.
Watsco Inc made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #527 holding.
United Capital Financial Advisors first reported a position in Watsco Inc in Q3 2016 and has held it in 12 quarters since.
United Capital Financial Advisors's Watsco Inc position peaked at $7.86M in Q1 2025.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.