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Crown Advisors Management’s Watsco Inc WSO Stock Holding History

Crown Advisors 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
-5,000
Closed -$2.21M – 43
2025
Q2 		$2.21M Hold
5,000
– – 1.76% 23
2025
Q1 		$2.54M Hold
5,000
– – 2.24% 20
2024
Q4 		$2.37M Hold
5,000
– – 1.52% 30
2024
Q3 		$2.46M Buy
+5,000
New +$2.4M 1.58% 28

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 $3.37T 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Crown Advisors Management's WSO Position: Q3 2025 in Review

Crown Advisors Management sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 5,000 shares — an estimated $2.21M sold.

Crown Advisors Management first reported a position in WSO in Q3 2024 and held it in 4 quarters. The position peaked at $2.54M in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Crown Advisors Management reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Crown Advisors Management sold 5,000 Watsco Inc shares in Q3 2025, an estimated $2.21M.
  • Crown Advisors Management first reported a position in Watsco Inc in Q3 2024 and held it in 4 quarters.
  • Crown Advisors Management's Watsco Inc position peaked at $2.54M in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Crown Advisors Management's 13F filing for Q3 2025, filed 20 Nov 2025.