WIA
WSO icon

World Investment Advisors’s Watsco Inc WSO Stock Holding History

World Investment 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
Q2 		$241K Hold
660
– – ﹤0.01% 1362
2026
Q1 		$240K Buy
660
+52
+9% +$20.1K ﹤0.01% 1389
2025
Q4 		$205K Buy
608
+87
+17% +$31.1K ﹤0.01% 1386
2025
Q3 		$211K Sell
521
-68
-12% -$29.1K ﹤0.01% 1150
2025
Q2 		$260K Buy
+589
New +$273K 0.01% 982

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

World Investment Advisors's WSO Position: Q2 2026 in Review

World Investment Advisors held its Watsco Inc (WSO) position steady in Q2 2026 at 660 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

World Investment Advisors first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. The position peaked at $260K in Q2 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • World Investment Advisors held 660 shares of Watsco Inc worth $241K as of Q2 2026.
  • World Investment Advisors left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1362 holding.
  • World Investment Advisors first reported a position in Watsco Inc in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Watsco Inc position peaked at $260K in Q2 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.