AG
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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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return