Skip to main content
Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

WSO holding history

Watsco Inc in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q2 2026)
897
Value
$373.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WSO by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026897$373.8K<0.1%+91+11.3%AddedHolders
Q1 2026806$293.2K<0.1%+4+0.5%AddedHolders
Q4 2025802$270.2K<0.1%+4+0.5%AddedHolders
Q3 2025798$322.6K<0.1%+12+1.5%AddedHolders
Q2 2025786$347.1K<0.1%−16−2.0%ReducedHolders
Q1 2025802$407.7K<0.1%−8−1.0%ReducedHolders
Q4 2024810$383.9K<0.1%−92−10.2%ReducedHolders
Q3 2024902$443.7K<0.1%+58+6.9%AddedHolders
Q2 2024844$391.0K<0.1%−6−0.7%ReducedHolders
Q1 2024850$367.2K<0.1%−4,840−85.1%ReducedHolders
Q4 20235,690$2.44M<0.1%+3,150+124.0%AddedHolders
Q3 20232,540$959.4K<0.1%−998−28.2%ReducedHolders
Q2 20233,538$1.35M<0.1%−500−12.4%ReducedHolders
Q1 20234,038$1.28M<0.1%+2,142+113.0%AddedHolders
Q4 20221,896$472.9K<0.1%−1−0.1%ReducedHolders
Q3 20221,897$488.0K<0.1%−2,511−57.0%ReducedHolders
Q2 20224,408$1.05M<0.1%+87+2.0%AddedHolders
Q1 20224,321$1.32M<0.1%−285−6.2%ReducedHolders
Q4 20214,606$1.44M<0.1%−507−9.9%ReducedHolders
Q3 20215,113$1.35M<0.1%+3,522+221.4%AddedHolders
Q2 20211,591$456.0K<0.1%−10−0.6%ReducedHolders
Q1 20211,601$418.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.