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AIA Group’s Watsco Inc WSO Stock Holding History

AIA Group’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
Q1 		– Sell
-4,979
Closed -$2.36M – 341
2024
Q4 		$2.36M Sell
4,979
-2,968
-37% -$1.5M 0.06% 141
2024
Q3 		$3.91M Sell
7,947
-3,611
-31% -$1.74M 0.1% 106
2024
Q2 		$5.35M Buy
11,558
+888
+8% +$406K 0.16% 74
2024
Q1 		$4.61M Sell
10,670
-1,147
-10% -$461K 0.15% 70
2023
Q4 		$5.06M Sell
11,817
-2,519
-18% -$976K 0.21% 59
2023
Q3 		$5.41M Buy
14,336
+2,299
+19% +$831K 0.26% 49
2023
Q2 		$4.59M Buy
12,037
+4,009
+50% +$1.36M 0.22% 50
2023
Q1 		$2.55M Buy
8,028
+4,389
+121% +$1.29M 0.14% 63
2022
Q4 		$908K Sell
3,639
-2,327
-39% -$612K 0.06% 148
2022
Q3 		$1.54M Buy
5,966
+78
+1% +$21.1K 0.1% 88
2022
Q2 		$1.41M Sell
5,888
-620
-10% -$163K 0.08% 116
2022
Q1 		$1.98M Sell
6,508
-10,324
-61% -$2.94M 0.09% 111
2021
Q4 		$5.27M Buy
16,832
+1,521
+10% +$451K 0.25% 55
2021
Q3 		$4.05M Buy
15,311
+2,498
+19% +$700K 0.23% 67
2021
Q2 		$3.57M Buy
12,813
+1,183
+10% +$339K 0.25% 61
2021
Q1 		$3.03M Buy
11,630
+4,087
+54% +$1.01M 0.44% 55
2020
Q4 		$1.85M Buy
+7,543
New +$1.73M 0.21% 59

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIA Group's WSO Position: Q1 2025 in Review

AIA Group sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 4,979 shares — an estimated $2.36M sold.

AIA Group first reported a position in WSO in Q4 2020 and held it in 17 quarters. The position peaked at $5.41M in Q3 2023. 841 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • AIA Group reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • AIA Group sold 4,979 Watsco Inc shares in Q1 2025, an estimated $2.36M.
  • AIA Group first reported a position in Watsco Inc in Q4 2020 and held it in 17 quarters.
  • AIA Group's Watsco Inc position peaked at $5.41M in Q3 2023.
  • 841 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on AIA Group's 13F filing for Q1 2025, filed 12 May 2025.