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CFD
Creative Financial Designs’s
Watsco Inc
WSO
Stock Holding History
Creative Financial Designs’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
$52.8K
Hold
145
–
–
﹤0.01%
883
2025
Q4
$48.9K
Hold
145
–
–
﹤0.01%
871
2025
Q3
$58.6K
Hold
145
–
–
﹤0.01%
805
2025
Q2
$64K
Hold
145
–
–
﹤0.01%
785
2025
Q1
$73.7K
Hold
145
–
–
0.01%
707
2024
Q4
$68.7K
Hold
145
–
–
0.01%
697
2024
Q3
$71.3K
Hold
145
–
–
0.01%
681
2024
Q2
$67.2K
Buy
145
+135
+1,350%
+$61.7K
0.01%
673
2024
Q1
$4.32K
Sell
10
-19
-66%
-$7.63K
﹤0.01%
1339
2023
Q4
$12.4K
Hold
29
–
–
﹤0.01%
1025
2023
Q3
$11K
Hold
29
–
–
﹤0.01%
1003
2023
Q2
$11.1K
Buy
29
+12
+71%
+$4.07K
﹤0.01%
985
2023
Q1
$5.41K
Buy
+17
New
+$4.99K
﹤0.01%
1093
2019
Q4
–
Sell
-6
Closed
-$1K
–
659
2019
Q3
$1K
Buy
+6
New
+$973
﹤0.01%
609
Other funds holding WSO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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