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Capital A Wealth Management’s Watsco Inc WSO Stock Holding History

Capital A Wealth 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
Q2 		$41.1K Buy
96
+94
+4,700% +$43.6K 0.46% 63
2025
Q1 		$1.02K Buy
2
+1
+100% +$493 ﹤0.01% 527
2024
Q4 		$474 Buy
+1
New +$506 ﹤0.01% 662

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

Capital A Wealth Management's WSO Position: Q2 2025 in Review

Capital A Wealth Management increased its Watsco Inc (WSO) stake by 4,700% in Q2 2025, buying an estimated $43.6K and bringing the position to 96 shares worth $41.1K. The position accounts for 0.46% of the portfolio, ranked #63.

Capital A Wealth Management first reported a position in WSO in Q4 2024 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Capital A Wealth Management held 96 shares of Watsco Inc worth $41.1K as of Q2 2025.
  • Capital A Wealth Management bought 94 Watsco Inc shares in Q2 2025, an estimated $43.6K.
  • Watsco Inc made up 0.46% of Capital A Wealth Management's portfolio in Q2 2025, its #63 holding.
  • Capital A Wealth Management first reported a position in Watsco Inc in Q4 2024 and has held it in 3 quarters since.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.