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Wealth Enhancement Advisory Services’s
Watsco Inc
WSO
Stock Holding History
Wealth Enhancement Advisory Services’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
$4.05M
Sell
10,933
-2,982
-21%
-$1.16M
0.01%
1000
2025
Q4
$4.97M
Sell
13,915
-2,071
-13%
-$739K
0.01%
1024
2025
Q3
$6.34M
Sell
15,986
-7
-0%
-$2.99K
0.01%
838
2025
Q2
$7.31M
Buy
15,993
+218
+1%
+$101K
0.01%
740
2025
Q1
$8.02M
Buy
15,775
+28
+0.2%
+$13.8K
0.02%
658
2024
Q4
$7.46M
Sell
15,747
-448
-3%
-$227K
0.01%
654
2024
Q3
$7.97M
Sell
16,195
-4,768
-23%
-$2.29M
0.02%
588
2024
Q2
$9.71M
Sell
20,963
-1,889
-8%
-$863K
0.02%
491
2024
Q1
$9.87M
Buy
22,852
+2,433
+12%
+$977K
0.03%
483
2023
Q4
$8.75M
Buy
20,419
+1,232
+6%
+$477K
0.03%
474
2023
Q3
$7.25M
Buy
19,187
+16,430
+596%
+$5.94M
0.02%
485
2023
Q2
$1.05M
Buy
2,757
+145
+6%
+$49.2K
0.01%
257
2023
Q1
$831K
Buy
2,612
+473
+22%
+$139K
0.01%
330
2022
Q4
$589K
Buy
+2,139
New
+$562K
0.01%
264
Other funds holding WSO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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