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Contravisory Investment Management’s Watsco Inc WSO Stock Holding History

Contravisory Investment 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
Q3 		– Sell
-29
Closed -$12.8K – 429
2025
Q2 		$12.8K Hold
29
– – ﹤0.01% 330
2025
Q1 		$14.7K Sell
29
-12
-29% -$5.92K ﹤0.01% 328
2024
Q4 		$19.4K Hold
41
– – ﹤0.01% 297
2024
Q3 		$20.2K Hold
41
– – ﹤0.01% 285
2024
Q2 		$19K Sell
41
-19
-32% -$8.69K ﹤0.01% 276
2024
Q1 		$25.9K Hold
60
– – 0.01% 274
2023
Q4 		$25.7K Buy
+60
New +$23.2K 0.01% 247

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

Contravisory Investment Management's WSO Position: Q3 2025 in Review

Contravisory Investment Management sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 29 shares — an estimated $12.8K sold.

Contravisory Investment Management first reported a position in WSO in Q4 2023 and held it in 7 quarters. The position peaked at $25.9K in Q1 2024. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Contravisory Investment Management reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 29 Watsco Inc shares in Q3 2025, an estimated $12.8K.
  • Contravisory Investment Management first reported a position in Watsco Inc in Q4 2023 and held it in 7 quarters.
  • Contravisory Investment Management's Watsco Inc position peaked at $25.9K in Q1 2024.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Contravisory Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.