C
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Covestor’s Watsco Inc WSO Stock Holding History

Covestor’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
2026
Q1 		$95K Sell
262
-34
-11% -$13.2K 0.07% 312
2025
Q4 		$100K Buy
296
+7
+2% +$2.5K 0.05% 581
2025
Q3 		$117K Sell
289
-35
-11% -$15K 0.06% 492
2025
Q2 		$143K Sell
324
-66
-17% -$30.6K 0.08% 342
2025
Q1 		$199K Buy
390
+37
+10% +$18.2K 0.13% 161
2024
Q4 		$168K Buy
353
+17
+5% +$8.61K 0.11% 252
2024
Q3 		$165K Sell
336
-97
-22% -$46.6K 0.1% 255
2024
Q2 		$201K Sell
433
-148
-25% -$67.7K 0.13% 165
2024
Q1 		$252K Buy
581
+208
+56% +$83.6K 0.16% 88
2023
Q4 		$160K Sell
373
-43
-10% -$16.7K 0.11% 232
2023
Q3 		$157K Sell
416
-127
-23% -$45.9K 0.12% 192
2023
Q2 		$208K Sell
543
-109
-17% -$37K 0.16% 109
2023
Q1 		$208K Buy
652
+30
+5% +$8.81K 0.18% 97
2022
Q4 		$155K Sell
622
-14
-2% -$3.68K 0.13% 202
2022
Q3 		$164K Sell
636
-16
-2% -$4.34K 0.14% 129
2022
Q2 		$156K Sell
652
-1
-0.2% -$263 0.13% 188
2022
Q1 		$199K Buy
653
+345
+112% +$98.4K 0.13% 157
2021
Q4 		$96K Buy
+308
New +$91.2K 0.13% 179

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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