WA
WSO icon

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
Q2 		$207K Sell
497
-2,603
-84% -$1.05M ﹤0.01% 1611
2026
Q1 		$1.13M Buy
+3,100
New +$1.2M 0.01% 794

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 $3.38T AUM 44.17% 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

Waverly Advisors's WSO Position: Q2 2026 in Review

Waverly Advisors reduced its Watsco Inc (WSO) stake by 84% in Q2 2026, selling an estimated $1.05M and leaving 497 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Waverly Advisors first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Waverly Advisors held 497 shares of Watsco Inc worth $207K as of Q2 2026.
  • Waverly Advisors sold 2,603 Watsco Inc shares in Q2 2026, an estimated $1.05M.
  • Watsco Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1611 holding.
  • Waverly Advisors first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • Waverly Advisors's Watsco Inc position peaked at $1.13M in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.