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Brown, Lisle/Cummings’s Watsco Inc WSO Stock Holding History

Brown, Lisle/Cummings’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
-5
Closed -$2.54K – 796
2025
Q1 		$2.54K Buy
+5
New +$2.46K ﹤0.01% 629

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

Brown, Lisle/Cummings's WSO Position: Q2 2025 in Review

Brown, Lisle/Cummings sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 5 shares — an estimated $2.54K sold.

Brown, Lisle/Cummings first reported a position in WSO in Q1 2025 and held it in 1 quarter. The position peaked at $2.54K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Brown, Lisle/Cummings reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 5 Watsco Inc shares in Q2 2025, an estimated $2.54K.
  • Brown, Lisle/Cummings first reported a position in Watsco Inc in Q1 2025 and held it in 1 quarter.
  • Brown, Lisle/Cummings's Watsco Inc position peaked at $2.54K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2025, filed 16 Jul 2025.