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Private Advisor Group, LLC

SEC CIK
0001567755
Latest filing
Jul 27, 2026

WSO holding history

Watsco Inc in every 13F filed by Private Advisor Group, LLC, 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)
945
Value
$394.0K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of WSO by Private Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026945$394.0K<0.1%+54+6.1%AddedHolders
Q1 2026891$324.1K<0.1%−141−13.7%ReducedHolders
Q4 20251,032$347.6K<0.1%+17+1.7%AddedHolders
Q3 20251,015$410.4K<0.1%−415−29.0%ReducedHolders
Q2 20251,430$631.5K<0.1%+491+52.3%AddedHolders
Q1 2025939$477.5K<0.1%−386−29.1%ReducedHolders
Q4 20241,325$627.7K<0.1%−26−1.9%ReducedHolders
Q3 20241,351$664.7K<0.1%−25−1.8%ReducedHolders
Q2 20241,376$637.4K<0.1%−12−0.9%ReducedHolders
Q1 20241,388$599.7K<0.1%−82−5.6%ReducedHolders
Q4 20231,470$630.1K<0.1%−612−29.4%ReducedHolders
Q3 20232,082$786.3K<0.1%+80+4.0%AddedHolders
Q2 20232,002$759.6K<0.1%+1,334+199.7%AddedHolders
Q1 2023668$212.7K<0.1%+668NewHolders