Capstone Investment Advisors
WSO icon

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 $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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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