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Advisory Research’s Watsco Inc WSO Stock Holding History

Advisory Research’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
2024
Q4 		– Sell
-906
Closed -$445K – 164
2024
Q3 		$445K Sell
906
-4,240
-82% -$2.04M 0.08% 139
2024
Q2 		$2.38M Sell
5,146
-17,725
-77% -$8.1M 0.45% 52
2024
Q1 		$9.88M Buy
22,871
+14,484
+173% +$5.82M 1.96% 18
2023
Q4 		$3.59M Buy
8,387
+894
+12% +$346K 0.55% 41
2023
Q3 		$2.83M Buy
7,493
+47
+0.6% +$17K 0.39% 68
2023
Q2 		$2.84M Buy
+7,446
New +$2.52M 0.36% 79

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisory Research's WSO Position: Q4 2024 in Review

Advisory Research sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 906 shares — an estimated $445K sold.

Advisory Research first reported a position in WSO in Q2 2023 and held it in 6 quarters. The position peaked at $9.88M in Q1 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Advisory Research reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
  • Advisory Research sold 906 Watsco Inc shares in Q4 2024, an estimated $445K.
  • Advisory Research first reported a position in Watsco Inc in Q2 2023 and held it in 6 quarters.
  • Advisory Research's Watsco Inc position peaked at $9.88M in Q1 2024.
  • 820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Advisory Research's 13F filing for Q4 2024, filed 13 Feb 2025.