Bell Investment Advisors’s Watsco Inc WSO Stock Holding History

Bell Investment Advisors’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
2026 Q1	$5.46K	Hold	15	–	–	﹤0.01%	926
2025 Q4	$5.05K	Sell	15 -5	-25%	-$1.78K	﹤0.01%	958
2025 Q3	$8.09K	Sell	20 -6	-23%	-$2.57K	﹤0.01%	712
2025 Q2	$11.5K	Sell	26 -2	-7%	-$928	﹤0.01%	620
2025 Q1	$14.2K	Buy	28 +2	+8%	+$986	﹤0.01%	486
2024 Q4	$12.3K	Hold	26	–	–	﹤0.01%	525
2024 Q3	$12.8K	Hold	26	–	–	﹤0.01%	532
2024 Q2	$12K	Hold	26	–	–	﹤0.01%	541
2024 Q1	$11.2K	Hold	26	–	–	﹤0.01%	542
2023 Q4	$11.1K	Sell	26 -1	-4%	-$387	﹤0.01%	517
2023 Q3	$10.2K	Sell	27 -1	-4%	-$362	﹤0.01%	501
2023 Q2	$10.7K	Hold	28	–	–	﹤0.01%	490
2023 Q1	$8.91K	Buy	28 +4	+17%	+$1.18K	﹤0.01%	525
2022 Q4	$5.99K	Hold	24	–	–	﹤0.01%	716
2022 Q3	$6K	Sell	24 -18	-43%	-$4.88K	﹤0.01%	630
2022 Q2	$10K	Buy	+42	New	+$11.1K	﹤0.01%	442
2021 Q4	$21K	Buy	66 +17	+35%	+$5.04K	0.01%	308
2021 Q3	$13K	Buy	+49	New	+$13.7K	﹤0.01%	398

Other funds holding WSO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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