AIM
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Achmea Investment Management’s Watsco Inc WSO Stock Holding History

Achmea Investment Management’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
2025
Q3 		– Sell
-15,722
Closed -$6.94M – 335
2025
Q2 		$6.94M Sell
15,722
-2,227
-12% -$1.03M 0.09% 197
2025
Q1 		$9.12M Buy
17,949
+3,871
+27% +$1.91M 0.13% 171
2024
Q4 		$6.67M Sell
14,078
-1,460
-9% -$739K 0.11% 192
2024
Q3 		$7.64M Sell
15,538
-5,584
-26% -$2.68M 0.13% 180
2024
Q2 		$9.79M Sell
21,122
-17,191
-45% -$7.86M 0.18% 142
2024
Q1 		$16.6M Hold
38,313
– – 0.32% 79
2023
Q4 		$16.4M Sell
38,313
-5,109
-12% -$1.98M 0.34% 74
2023
Q3 		$16.4M Buy
43,422
+34,135
+368% +$12.3M 0.36% 71
2023
Q2 		$3.54M Buy
+9,287
New +$3.15M 0.07% 262

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Charles Schwab
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return