Wealth Enhancement Advisory Services
WSO icon

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
Q2 		$5.06M Buy
13,176
+2,243
+21% +$902K 0.01% 999
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
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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's WSO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Watsco Inc (WSO) stake by 21% in Q2 2026, buying an estimated $902K and bringing the position to 13,176 shares worth $5.06M. The position accounts for 0.01% of the portfolio, ranked #999.

Wealth Enhancement Advisory Services first reported a position in WSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.87M in Q1 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,176 shares of Watsco Inc worth $5.06M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,243 Watsco Inc shares in Q2 2026, an estimated $902K.
  • Watsco Inc made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #999 holding.
  • Wealth Enhancement Advisory Services first reported a position in Watsco Inc in Q4 2022 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Watsco Inc position peaked at $9.87M in Q1 2024.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.