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Baker Tilly Wealth Management’s Watsco Inc WSO Stock Holding History

Baker Tilly Wealth Management’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
-423
Closed -$215K – 250
2025
Q1 		$215K Hold
423
– – 0.08% 221
2024
Q4 		$200K Hold
423
– – 0.08% 232
2024
Q3 		$208K Sell
423
-47
-10% -$22.6K 0.09% 228
2024
Q2 		$218K Sell
470
-642
-58% -$293K 0.09% 255
2024
Q1 		$480K Sell
1,112
-260
-19% -$104K 0.09% 263
2023
Q4 		$588K Sell
1,372
-173
-11% -$67K 0.1% 240
2023
Q3 		$584K Sell
1,545
-21
-1% -$7.59K 0.1% 222
2023
Q2 		$597K Sell
1,566
-53
-3% -$18K 0.06% 295
2023
Q1 		$515K Sell
1,619
-49
-3% -$14.4K 0.06% 327
2022
Q4 		$416K Sell
1,668
-309
-16% -$81.3K 0.05% 371
2022
Q3 		$509K Buy
1,977
+7
+0.4% +$1.9K 0.07% 287
2022
Q2 		$470K Sell
1,970
-48
-2% -$12.6K 0.06% 325
2022
Q1 		$615K Sell
2,018
-299
-13% -$85.3K 0.07% 288
2021
Q4 		$725K Buy
2,317
+534
+30% +$158K 0.08% 278
2021
Q3 		$472K Buy
1,783
+228
+15% +$63.9K 0.06% 325
2021
Q2 		$446K Buy
1,555
+152
+11% +$43.5K 0.07% 303
2021
Q1 		$366K Buy
1,403
+118
+9% +$29.1K 0.08% 305
2020
Q4 		$291K Buy
+1,285
New +$295K 0.09% 246

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

Baker Tilly Wealth Management's WSO Position: Q2 2025 in Review

Baker Tilly Wealth Management sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 423 shares — an estimated $215K sold.

Baker Tilly Wealth Management first reported a position in WSO in Q4 2020 and held it in 18 quarters. The position peaked at $725K in Q4 2021. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Baker Tilly Wealth Management reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 423 Watsco Inc shares in Q2 2025, an estimated $215K.
  • Baker Tilly Wealth Management first reported a position in Watsco Inc in Q4 2020 and held it in 18 quarters.
  • Baker Tilly Wealth Management's Watsco Inc position peaked at $725K in Q4 2021.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.