WPA
WSO icon

Wealth Preservation Advisors’s Watsco Inc WSO Stock Holding History

Wealth Preservation 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 		– Sell
-16
Closed -$5.39K – 1208
2025
Q4 		$5.39K Buy
16
+12
+300% +$4.29K ﹤0.01% 368
2025
Q3 		$1.62K Buy
4
+2
+100% +$855 ﹤0.01% 519
2025
Q2 		$883 Hold
2
– – ﹤0.01% 543
2025
Q1 		$1.02K Buy
+2
New +$986 ﹤0.01% 517

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wealth Preservation Advisors's WSO Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 16 shares — an estimated $5.39K sold.

Wealth Preservation Advisors first reported a position in WSO in Q1 2025 and held it in 4 quarters. The position peaked at $5.39K in Q4 2025. 770 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 16 Watsco Inc shares in Q1 2026, an estimated $5.39K.
  • Wealth Preservation Advisors first reported a position in Watsco Inc in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Watsco Inc position peaked at $5.39K in Q4 2025.
  • 770 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

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