Capstone Investment Advisors
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Capstone Investment Advisors’s Watsco Inc WSO Stock Holding History

Capstone 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
2025
Q3 		– Sell
-473
Closed -$209K – 2102
2025
Q2 		$209K Buy
+473
New +$219K ﹤0.01% 1516
2024
Q3 		– Sell
-1,211
Closed -$561K – 2240
2024
Q2 		$561K Buy
+1,211
New +$554K ﹤0.01% 1248
2023
Q3 		– Sell
-762
Closed -$291K – 2312
2023
Q2 		$291K Buy
+762
New +$258K ﹤0.01% 1413
2016
Q4 		– Sell
-3,624
Closed -$510K – 1132
2016
Q3 		$510K Buy
+3,624
New +$519K 0.01% 514
2016
Q2 		– Sell
-9,502
Closed -$1.28M – 866
2016
Q1 		$1.28M Buy
+9,502
New +$1.15M 0.04% 263

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capstone Investment Advisors's WSO Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 473 shares — an estimated $209K sold.

Capstone Investment Advisors first reported a position in WSO in Q1 2016 and held it in 5 quarters. The position peaked at $1.28M in Q1 2016. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 473 Watsco Inc shares in Q3 2025, an estimated $209K.
  • Capstone Investment Advisors first reported a position in Watsco Inc in Q1 2016 and held it in 5 quarters.
  • Capstone Investment Advisors's Watsco Inc position peaked at $1.28M in Q1 2016.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.