CVA Family Office’s Watsco Inc WSO Stock Holding History

CVA Family Office’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	$6.55K	Buy	18 +12	+200%	+$4.65K	﹤0.01%	1136
2025 Q4	$2.02K	Buy	6 +5	+500%	+$1.78K	﹤0.01%	993
2025 Q3	$404	Sell	1 -11	-92%	-$4.7K	﹤0.01%	1275
2025 Q2	$5.3K	Sell	12 -31	-72%	-$14.4K	﹤0.01%	884
2025 Q1	$21.9K	Buy	43 +13	+43%	+$6.41K	﹤0.01%	666
2024 Q4	$14.2K	Buy	30 +1	+3%	+$506	﹤0.01%	733
2024 Q3	$14.3K	Buy	29 +11	+61%	+$5.29K	﹤0.01%	702
2024 Q2	$8.34K	Hold	18	–	–	﹤0.01%	764
2024 Q1	$7.78K	Hold	18	–	–	﹤0.01%	784
2023 Q4	$7.71K	Buy	+18	New	+$6.97K	﹤0.01%	754
2023 Q3	–	Sell	-35	Closed	-$13.4K	–	963
2023 Q2	$13.4K	Buy	+35	New	+$11.9K	﹤0.01%	680
2021 Q3	–	Sell	-4	Closed	-$1K	–	895
2021 Q2	$1K	Buy	+4	New	+$1.15K	﹤0.01%	937

Other funds holding WSO

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return