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 $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