WoodTrust Financial’s Watsco Inc WSO Stock Holding History

WoodTrust Financial’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	$761K	Hold	1,825	–	–	0.09%	99
2026 Q1	$664K	Buy	+1,825	New	+$707K	0.09%	99

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WoodTrust Financial's WSO Position: Q2 2026 in Review

WoodTrust Financial held its Watsco Inc (WSO) position steady in Q2 2026 at 1,825 shares worth $761K. The position accounts for 0.09% of the portfolio, ranked #99.

WoodTrust Financial first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

WoodTrust Financial held 1,825 shares of Watsco Inc worth $761K as of Q2 2026.
WoodTrust Financial left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.09% of WoodTrust Financial's portfolio in Q2 2026, its #99 holding.
WoodTrust Financial first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.