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Waverly Advisors’s Watsco Inc WSO Stock Holding History

Waverly 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 		$1.13M Buy
+3,100
New +$1.2M 0.01% 794

Other funds holding WSO

BlackRock
BlackRock New York $5.72T 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

Waverly Advisors's WSO Position: Q1 2026 in Review

Waverly Advisors opened a new position in Watsco Inc (WSO) in Q1 2026: 3,100 shares worth $1.13M. The stake represents 0.01% of the portfolio and ranks #794 among its holdings.

768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Waverly Advisors held 3,100 shares of Watsco Inc worth $1.13M as of Q1 2026.
  • Watsco Inc was a new Waverly Advisors position in Q1 2026.
  • Watsco Inc made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #794 holding.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.