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Winch Advisory Services’s Watsco Inc WSO Stock Holding History

Winch 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 		$12.6K Hold
30
– – ﹤0.01% 311
2026
Q1 		$10.9K Hold
30
– – ﹤0.01% 311
2025
Q4 		$10K Hold
30
– – ﹤0.01% 313
2025
Q3 		$11.9K Buy
30
+1
+3% +$428 ﹤0.01% 285
2025
Q2 		$13K Hold
29
– – ﹤0.01% 276
2025
Q1 		$14.8K Hold
29
– – ﹤0.01% 247
2024
Q4 		$13.7K Buy
+29
New +$14.7K ﹤0.01% 266

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

Winch Advisory Services's WSO Position: Q2 2026 in Review

Winch Advisory Services held its Watsco Inc (WSO) position steady in Q2 2026 at 30 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Winch Advisory Services first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.8K in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Winch Advisory Services held 30 shares of Watsco Inc worth $12.6K as of Q2 2026.
  • Winch Advisory Services left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #311 holding.
  • Winch Advisory Services first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • Winch Advisory Services's Watsco Inc position peaked at $14.8K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.