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Benchmark Financial Wealth Advisors’s Watsco Inc WSO Stock Holding History

Benchmark Financial Wealth 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
2025
Q1 		– Sell
-1,919
Closed -$909K – 108
2024
Q4 		$909K Buy
+1,919
New +$972K 0.29% 43
2024
Q1 		– Sell
-1,250
Closed -$536K – 93
2023
Q4 		$536K Buy
+1,250
New +$484K 0.23% 43

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benchmark Financial Wealth Advisors's WSO Position: Q1 2025 in Review

Benchmark Financial Wealth Advisors sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 1,919 shares — an estimated $909K sold.

Benchmark Financial Wealth Advisors first reported a position in WSO in Q4 2023 and held it in 2 quarters. The position peaked at $909K in Q4 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Benchmark Financial Wealth Advisors reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 1,919 Watsco Inc shares in Q1 2025, an estimated $909K.
  • Benchmark Financial Wealth Advisors first reported a position in Watsco Inc in Q4 2023 and held it in 2 quarters.
  • Benchmark Financial Wealth Advisors's Watsco Inc position peaked at $909K in Q4 2024.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.