Coppell Advisory Solutions’s Watsco Inc WSO Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-26	Closed	-$12.3K	–	1887
2024 Q4	$12.3K	Buy	26 +11	+73%	+$5.57K	﹤0.01%	1035
2024 Q3	$7.44K	Buy	15 +2	+15%	+$961	﹤0.01%	1159
2024 Q2	$6.02K	Buy	+13	New	+$5.94K	﹤0.01%	1157
2023 Q4	$8.14K	Sell	19 -273	-93%	-$106K	﹤0.01%	982
2023 Q3	$72.8K	Buy	292 +153	+110%	+$55.3K	0.03%	254
2023 Q2	$52.5K	Buy	+139	New	+$47.1K	0.01%	348
2023 Q1	–	Sell	-292	Closed	-$72.8K	–	1093
2022 Q4	$72.8K	Buy	+292	New	+$76.8K	0.02%	258

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return