Autumn Glory Partners’s Watsco Inc WSO Stock Holding History

Autumn Glory Partners’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	$346K	Buy	+950	New	+$368K	0.13%	155
2025 Q4	–	Sell	-548	Closed	-$222K	–	216
2025 Q3	$222K	Hold	548	–	–	0.09%	177
2025 Q2	$242K	Hold	548	–	–	0.11%	165
2025 Q1	$279K	Hold	548	–	–	0.14%	142
2024 Q4	$260K	Sell	548 -821	-60%	-$416K	0.13%	151
2024 Q3	$679K	Buy	1,369 +821	+150%	+$395K	0.26%	99
2024 Q2	$254K	Sell	548 -262	-32%	-$120K	0.13%	144
2024 Q1	$350K	Hold	810	–	–	0.17%	113
2023 Q4	$326K	Hold	810	–	–	0.19%	115
2023 Q3	$306K	Sell	810 -165	-17%	-$59.7K	0.19%	112
2023 Q2	$372K	Buy	+975	New	+$331K	0.27%	86
2023 Q1	–	Sell	-3,471	Closed	-$866K	–	184
2022 Q4	$866K	Buy	3,471 +2,496	+256%	+$656K	0.46%	67
2022 Q3	$251K	Buy	+975	New	+$264K	0.17%	121
2022 Q1	–	Sell	-800	Closed	-$250K	–	229
2021 Q4	$250K	Buy	+800	New	+$237K	0.1%	179

Other funds holding WSO

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

Capital International Investors

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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