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Valued Wealth Advisors’s Watsco Inc WSO Stock Holding History

Valued 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 		$417 Hold
1
– – ﹤0.01% 858
2026
Q1 		$364 Hold
1
– – ﹤0.01% 685
2025
Q4 		$337 Sell
1
-1
-50% -$357 ﹤0.01% 572
2025
Q3 		$809 Hold
2
– – ﹤0.01% 476
2025
Q2 		$884 Hold
2
– – ﹤0.01% 461
2025
Q1 		$1.02K Hold
2
– – ﹤0.01% 486
2024
Q4 		$948 Hold
2
– – ﹤0.01% 483
2024
Q3 		$984 Hold
2
– – ﹤0.01% 455
2024
Q2 		$927 Hold
2
– – ﹤0.01% 447
2024
Q1 		$864 Hold
2
– – ﹤0.01% 451
2023
Q4 		$756 Buy
+2
New +$775 ﹤0.01% 400

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

Valued Wealth Advisors's WSO Position: Q2 2026 in Review

Valued Wealth Advisors held its Watsco Inc (WSO) position steady in Q2 2026 at 1 share worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Valued Wealth Advisors first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Valued Wealth Advisors held 1 share of Watsco Inc worth $417 as of Q2 2026.
  • Valued Wealth Advisors left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #858 holding.
  • Valued Wealth Advisors first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Watsco Inc position peaked at $1.02K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.