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Cutter & Co Brokerage’s Watsco Inc WSO Stock Holding History

Cutter & Co Brokerage’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
Q2 		– Sell
-15,020
Closed -$7.63M – 179
2025
Q1 		$7.63M Buy
15,020
+1,257
+9% +$620K 1.81% 11
2024
Q4 		$6.52M Buy
13,763
+1,186
+9% +$601K 1.59% 13
2024
Q3 		$6.19M Sell
12,577
-229
-2% -$110K 1.4% 13
2024
Q2 		$5.93M Sell
12,806
-122
-0.9% -$55.8K 1.44% 14
2024
Q1 		$5.58M Buy
12,928
+812
+7% +$326K 1.37% 14
2023
Q4 		$5.19M Sell
12,116
-191
-2% -$74K 1.44% 14
2023
Q3 		$4.65M Sell
12,307
-13
-0.1% -$4.7K 1.36% 14
2023
Q2 		$4.7M Buy
12,320
+73
+0.6% +$24.8K 1.39% 12
2023
Q1 		$3.9M Sell
12,247
-109
-0.9% -$32K 1.21% 15
2022
Q4 		$3.08M Buy
12,356
+328
+3% +$86.2K 1.04% 24
2022
Q3 		$3.1M Sell
12,028
-462
-4% -$125K 1.15% 23
2022
Q2 		$2.98M Buy
12,490
+6,943
+125% +$1.83M 1.02% 26
2022
Q1 		$1.69M Hold
5,547
– – 0.5% 53
2021
Q4 		$1.74M Buy
5,547
+285
+5% +$84.4K 0.48% 54
2021
Q3 		$1.39M Sell
5,262
-59
-1% -$16.5K 0.33% 80
2021
Q2 		$1.52M Buy
5,321
+1
+0% +$286 0.35% 74
2021
Q1 		$1.39M Hold
5,320
– – 0.34% 74
2020
Q4 		$1.21M Buy
5,320
+1
+0% +$230 0.32% 77
2020
Q3 		$1.13M Buy
5,319
+1
+0% +$225 0.34% 76
2020
Q2 		$945K Sell
5,318
-4,739
-47% -$784K 0.31% 78
2020
Q1 		$1.71M Buy
10,057
+4,641
+86% +$784K 0.64% 50
2019
Q4 		$976K Buy
5,416
+105
+2% +$18.5K 0.34% 78
2019
Q3 		$899K Buy
5,311
+518
+11% +$84K 0.29% 86
2019
Q2 		$784K Buy
4,793
+648
+16% +$102K 0.25% 99
2019
Q1 		$594K Buy
+4,145
New +$595K 0.17% 124

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cutter & Co Brokerage's WSO Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 15,020 shares — an estimated $7.63M sold.

Cutter & Co Brokerage first reported a position in WSO in Q1 2019 and held it in 25 quarters. The position peaked at $7.63M in Q1 2025. 807 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 15,020 Watsco Inc shares in Q2 2025, an estimated $7.63M.
  • Cutter & Co Brokerage first reported a position in Watsco Inc in Q1 2019 and held it in 25 quarters.
  • Cutter & Co Brokerage's Watsco Inc position peaked at $7.63M in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.