Virginia Estate & Retirement Planning Advisors’s Watsco Inc WSO Stock Holding History

Virginia Estate & Retirement Planning 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	$15K	Buy	+36	New	+$14.5K	0.02%	100

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

Virginia Estate & Retirement Planning Advisors's WSO Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Watsco Inc (WSO) in Q2 2026: 36 shares worth $15K. The stake represents 0.02% of the portfolio and ranks #100 among its holdings.

777 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 36 shares of Watsco Inc worth $15K as of Q2 2026.
Watsco Inc was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
Watsco Inc made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #100 holding.
777 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.