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AWM
Apollon Wealth Management’s
Watsco Inc
WSO
Stock Holding History
Apollon Wealth 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
2026
Q1
$262K
Buy
+719
New
+$279K
﹤0.01%
1179
2025
Q4
–
Sell
-601
Closed
-$243K
–
1390
2025
Q3
$243K
Buy
601
+34
+6%
+$14.5K
﹤0.01%
1136
2025
Q2
$251K
Sell
567
-88
-13%
-$40.8K
﹤0.01%
1084
2025
Q1
$333K
Hold
655
–
–
0.01%
921
2024
Q4
$310K
Sell
655
-3
-0.5%
-$1.52K
0.01%
929
2024
Q3
$323K
Sell
658
-51
-7%
-$24.5K
0.01%
888
2024
Q2
$329K
Buy
709
+81
+13%
+$37K
0.01%
823
2024
Q1
$271K
Buy
628
+57
+10%
+$22.9K
0.01%
905
2023
Q4
$245K
Buy
+571
New
+$221K
0.01%
916
Other funds holding WSO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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