Atria Wealth Solutions’s Watsco Inc WSO Stock Holding History

Atria Wealth Solutions’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 Q2	$723K	Buy	1,638 +35	+2%	+$16.2K	0.02%	766
2025 Q1	$815K	Sell	1,603 -4	-0.2%	-$1.97K	0.01%	960
2024 Q4	$762K	Buy	1,607 +197	+14%	+$99.8K	0.01%	1039
2024 Q3	$693K	Buy	1,410 +105	+8%	+$50.5K	0.01%	1075
2024 Q2	$605K	Buy	1,305 +644	+97%	+$294K	0.01%	1144
2024 Q1	$286K	Buy	661 +4	+0.6%	+$1.61K	﹤0.01%	1583
2023 Q4	$282K	Sell	657 -13	-2%	-$5.04K	﹤0.01%	1540
2023 Q3	$253K	Sell	670 -3	-0.4%	-$1.08K	﹤0.01%	1527
2023 Q2	$257K	Sell	673 -619	-48%	-$210K	﹤0.01%	1536
2023 Q1	$411K	Buy	+1,292	New	+$380K	0.01%	1249

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's WSO Position: Q2 2025 in Review

Atria Wealth Solutions increased its Watsco Inc (WSO) stake by 2.2% in Q2 2025, buying an estimated $16.2K and bringing the position to 1,638 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #766.

Atria Wealth Solutions first reported a position in WSO in Q1 2023 and has held it in 10 quarters since. The position peaked at $815K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Atria Wealth Solutions held 1,638 shares of Watsco Inc worth $723K as of Q2 2025.
Atria Wealth Solutions bought 35 Watsco Inc shares in Q2 2025, an estimated $16.2K.
Watsco Inc made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #766 holding.
Atria Wealth Solutions first reported a position in Watsco Inc in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Watsco Inc position peaked at $815K in Q1 2025.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.