VWA
WSO icon

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
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 $5.7T 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