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Baldwin Wealth Partners’s Watsco Inc WSO Stock Holding History

Baldwin Wealth 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
2025
Q2 		– Sell
-407
Closed -$207K – 237
2025
Q1 		$207K Sell
407
-24
-6% -$11.8K 0.01% 216
2024
Q4 		$204K Sell
431
-44
-9% -$22.3K 0.01% 232
2024
Q3 		$234K Buy
475
+174
+58% +$83.6K 0.02% 307
2024
Q2 		$139K Buy
301
+1
+0.3% +$457 0.01% 230
2024
Q1 		$130K Sell
300
-89
-23% -$35.8K 0.01% 243
2023
Q4 		$167K Sell
389
-61
-14% -$23.6K 0.01% 226
2023
Q3 		$170K Hold
450
– – 0.01% 240
2023
Q2 		$172K Hold
450
– – 0.01% 254
2023
Q1 		$143K Hold
450
– – 0.01% 275
2022
Q4 		$112K Buy
450
+425
+1,700% +$112K 0.01% 299
2022
Q3 		$6K Buy
+25
New +$6.78K ﹤0.01% 555

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

Baldwin Wealth Partners's WSO Position: Q2 2025 in Review

Baldwin Wealth Partners sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 407 shares — an estimated $207K sold.

Baldwin Wealth Partners first reported a position in WSO in Q3 2022 and held it in 11 quarters. The position peaked at $234K in Q3 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Baldwin Wealth Partners reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Baldwin Wealth Partners sold 407 Watsco Inc shares in Q2 2025, an estimated $207K.
  • Baldwin Wealth Partners first reported a position in Watsco Inc in Q3 2022 and held it in 11 quarters.
  • Baldwin Wealth Partners's Watsco Inc position peaked at $234K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Baldwin Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.