Axa
WSO icon

Axa’s Watsco Inc WSO Stock Holding History

Axa’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 		– Sell
-38,781
Closed -$19.7M – 1183
2025
Q1 		$19.7M Buy
38,781
+3,900
+11% +$1.92M 0.06% 277
2024
Q4 		$16.5M Sell
34,881
-9
-0% -$4.56K 0.05% 308
2024
Q3 		$17.2M Sell
34,890
-4
-0% -$1.92K 0.05% 306
2024
Q2 		$16.2M Buy
34,894
+8,775
+34% +$4.01M 0.05% 300
2024
Q1 		$11.3M Buy
26,119
+1
+0% +$402 0.03% 390
2023
Q4 		$11.2M Buy
+26,118
New +$10.1M 0.04% 372
2023
Q3 		– Sell
-5,704
Closed -$2.18M – 1166
2023
Q2 		$2.18M Buy
+5,704
New +$1.93M 0.01% 708

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axa's WSO Position: Q2 2025 in Review

Axa sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 38,781 shares — an estimated $19.7M sold.

Axa first reported a position in WSO in Q2 2023 and held it in 7 quarters. The position peaked at $19.7M in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Axa reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Axa sold 38,781 Watsco Inc shares in Q2 2025, an estimated $19.7M.
  • Axa first reported a position in Watsco Inc in Q2 2023 and held it in 7 quarters.
  • Axa's Watsco Inc position peaked at $19.7M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Axa's 13F filing for Q2 2025, filed 14 Aug 2025.