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Wealth Watch Advisors’s Watsco Inc WSO Stock Holding History

Wealth Watch 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
-23
Closed -$7.75K – 885
2025
Q4 		$7.75K Hold
23
– – ﹤0.01% 461
2025
Q3 		$9.3K Buy
+23
New +$9.84K ﹤0.01% 412

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

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

Wealth Watch Advisors sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 23 shares — an estimated $7.75K sold.

Wealth Watch Advisors first reported a position in WSO in Q3 2025 and held it in 2 quarters. The position peaked at $9.3K in Q3 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Wealth Watch Advisors reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 23 Watsco Inc shares in Q1 2026, an estimated $7.75K.
  • Wealth Watch Advisors first reported a position in Watsco Inc in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's Watsco Inc position peaked at $9.3K in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

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