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Blueshift Asset Management’s Watsco Inc WSO Stock Holding History

Blueshift Asset 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
Q4 		– Sell
-1,214
Closed -$491K – 677
2025
Q3 		$491K Buy
+1,214
New +$519K 0.15% 198
2024
Q4 		– Sell
-490
Closed -$241K – 529
2024
Q3 		$241K Buy
+490
New +$236K 0.06% 316
2024
Q2 		– Sell
-1,321
Closed -$571K – 438
2024
Q1 		$571K Buy
1,321
+100
+8% +$40.2K 0.3% 109
2023
Q4 		$523K Sell
1,221
-376
-24% -$146K 0.28% 105
2023
Q3 		$603K Buy
+1,597
New +$577K 0.36% 75
2023
Q1 		– Sell
-1,584
Closed -$395K – 474
2022
Q4 		$395K Buy
+1,584
New +$417K 0.18% 166
2022
Q3 		– Sell
-1,817
Closed -$434K – 865
2022
Q2 		$434K Sell
1,817
-2,440
-57% -$642K 0.07% 361
2022
Q1 		$1.3M Buy
+4,257
New +$1.21M 0.12% 221

Other funds holding WSO

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BlackRock New York $5.7T 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
Charles Schwab
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return