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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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return