Congress Wealth Management’s Watsco Inc WSO Stock Holding History

Congress 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	$412K	Sell	933 -1,762	-65%	-$817K	﹤0.01%	982
2025 Q1	$1.37M	Buy	2,695 +1,828	+211%	+$901K	0.02%	561
2024 Q4	$412K	Buy	867 +73	+9%	+$37K	0.01%	686
2024 Q3	$391K	Sell	794 -148	-16%	-$71.1K	0.01%	681
2024 Q2	$437K	Buy	942 +4	+0.4%	+$1.83K	0.01%	552
2024 Q1	$406K	Sell	938 -645	-41%	-$259K	0.01%	471
2023 Q4	$679K	Buy	1,583 +152	+11%	+$58.9K	0.01%	429
2023 Q3	$541K	Buy	+1,431	New	+$517K	0.01%	451

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's WSO Position: Q2 2025 in Review

Congress Wealth Management reduced its Watsco Inc (WSO) stake by 65% in Q2 2025, selling an estimated $817K and leaving 933 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Congress Wealth Management first reported a position in WSO in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.37M in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Congress Wealth Management held 933 shares of Watsco Inc worth $412K as of Q2 2025.
Congress Wealth Management sold 1,762 Watsco Inc shares in Q2 2025, an estimated $817K.
Watsco Inc made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #982 holding.
Congress Wealth Management first reported a position in Watsco Inc in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Watsco Inc position peaked at $1.37M in Q1 2025.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.