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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
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
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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coppell Advisory Solutions's WSO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 26 shares — an estimated $12.3K sold.

Coppell Advisory Solutions first reported a position in WSO in Q4 2022 and held it in 7 quarters. The position peaked at $72.8K in Q3 2023. 841 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 26 Watsco Inc shares in Q1 2025, an estimated $12.3K.
  • Coppell Advisory Solutions first reported a position in Watsco Inc in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Watsco Inc position peaked at $72.8K in Q3 2023.
  • 841 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.