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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WSO holding history

Watsco Inc in every 13F filed by Creative Planning, 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)
16,786
Value
$7.00M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WSO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,786$7.00M<0.1%+1,792+12.0%AddedHolders
Q1 202614,994$5.45M<0.1%+6,190+70.3%AddedHolders
Q4 20258,804$2.97M<0.1%+2,363+36.7%AddedHolders
Q3 20256,441$2.60M<0.1%+440+7.3%AddedHolders
Q2 20256,001$2.65M<0.1%−906−13.1%ReducedHolders
Q1 20256,907$3.51M<0.1%+1,297+23.1%AddedHolders
Q4 20245,610$2.66M<0.1%+398+7.6%AddedHolders
Q3 20245,212$2.56M<0.1%+371+7.7%AddedHolders
Q2 20244,841$2.24M<0.1%+409+9.2%AddedHolders
Q1 20244,432$1.91M<0.1%+489+12.4%AddedHolders
Q4 20233,943$1.69M<0.1%+245+6.6%AddedHolders
Q3 20233,698$1.40M<0.1%+372+11.2%AddedHolders
Q2 20233,326$1.27M<0.1%+81+2.5%AddedHolders
Q1 20233,245$1.03M<0.1%+89+2.8%AddedHolders
Q4 20223,156$787.2K<0.1%−411−11.5%ReducedHolders
Q3 20223,567$918.0K<0.1%+381+12.0%AddedHolders
Q2 20223,186$761.0K<0.1%+206+6.9%AddedHolders
Q1 20222,980$908.0K<0.1%+580+24.2%AddedHolders
Q4 20212,400$751.0K<0.1%+77+3.3%AddedHolders
Q3 20212,323$615.0K<0.1%+189+8.9%AddedHolders
Q2 20212,134$612.0K<0.1%−38−1.7%ReducedHolders
Q1 20212,172$566.0K<0.1%––Holders

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