Andra AP-fonden’s Watsco Inc WSO Stock Holding History

Andra AP-fonden’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 Q4	–	Sell	-13,508	Closed	-$5.46M	–	477
2025 Q3	$5.46M	Sell	13,508 -25,692	-66%	-$11M	0.07%	267
2025 Q2	$17.3M	Buy	39,200 +37,620	+2,381%	+$17.5M	0.24%	148
2025 Q1	$803K	Buy	+1,580	New	+$779K	0.01%	435
2024 Q4	–	Sell	-900	Closed	-$443K	–	464
2024 Q3	$443K	Sell	900 -1,900	-68%	-$913K	0.01%	393
2024 Q2	$1.3M	Sell	2,800 -14,500	-84%	-$6.63M	0.02%	367
2024 Q1	$7.47M	Buy	+17,300	New	+$6.95M	0.13%	231
2023 Q3	–	Sell	-19,400	Closed	-$7.4M	–	573
2023 Q2	$7.4M	Buy	+19,400	New	+$6.58M	0.19%	235

Other funds holding WSO

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return