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Csenge Advisory Group’s Watsco Inc WSO Stock Holding History

Csenge Advisory Group’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
-603
Closed -$268K – 784
2025
Q2 		$268K Sell
603
-51
-8% -$23.7K 0.01% 578
2025
Q1 		$331K Buy
654
+72
+12% +$35.5K 0.02% 502
2024
Q4 		$276K Buy
582
+1
+0.2% +$506 0.02% 569
2024
Q3 		$286K Sell
581
-2
-0.3% -$961 0.01% 572
2024
Q2 		$270K Buy
583
+16
+3% +$7.31K 0.02% 548
2024
Q1 		$245K Buy
+567
New +$228K 0.01% 607
2018
Q4 		– Sell
-7
Closed -$1K – 1508
2018
Q3 		$1K Buy
+7
New +$1.24K ﹤0.01% 946

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

Csenge Advisory Group's WSO Position: Q3 2025 in Review

Csenge Advisory Group sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 603 shares — an estimated $268K sold.

Csenge Advisory Group first reported a position in WSO in Q3 2018 and held it in 7 quarters. The position peaked at $331K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Csenge Advisory Group reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 603 Watsco Inc shares in Q3 2025, an estimated $268K.
  • Csenge Advisory Group first reported a position in Watsco Inc in Q3 2018 and held it in 7 quarters.
  • Csenge Advisory Group's Watsco Inc position peaked at $331K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.