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Avantax Advisory Services’s Watsco Inc WSO Stock Holding History

Avantax Advisory Services’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 		$1.67M Sell
3,771
-1,138
-23% -$528K 0.01% 891
2025
Q1 		$2.5M Buy
4,909
+327
+7% +$161K 0.02% 658
2024
Q4 		$2.17M Buy
4,582
+39
+0.9% +$19.8K 0.01% 677
2024
Q3 		$2.23M Buy
4,543
+132
+3% +$63.4K 0.01% 647
2024
Q2 		$2.04M Buy
4,411
+2,722
+161% +$1.24M 0.01% 655
2024
Q1 		$730K Sell
1,689
-316
-16% -$127K 0.01% 876
2023
Q4 		$859K Sell
2,005
-1,947
-49% -$754K 0.01% 774
2023
Q3 		$1.49M Sell
3,952
-66
-2% -$23.9K 0.02% 556
2023
Q2 		$1.53M Buy
4,018
+305
+8% +$103K 0.02% 548
2023
Q1 		$1.18M Buy
3,713
+786
+27% +$231K 0.01% 604
2022
Q4 		$730K Buy
2,927
+68
+2% +$17.9K 0.01% 727
2022
Q3 		$736K Buy
+2,859
New +$775K 0.01% 645

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

Avantax Advisory Services's WSO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Watsco Inc (WSO) stake by 23% in Q2 2025, selling an estimated $528K and leaving 3,771 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #891.

Avantax Advisory Services first reported a position in WSO in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.5M in Q1 2025. 807 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Avantax Advisory Services held 3,771 shares of Watsco Inc worth $1.67M as of Q2 2025.
  • Avantax Advisory Services sold 1,138 Watsco Inc shares in Q2 2025, an estimated $528K.
  • Watsco Inc made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #891 holding.
  • Avantax Advisory Services first reported a position in Watsco Inc in Q3 2022 and has held it in 12 quarters since.
  • Avantax Advisory Services's Watsco Inc position peaked at $2.5M in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.