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D.J. St. Germain’s Watsco Inc WSO Stock Holding History

D.J. St. Germain’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 		$26.2K Hold
72
– – ﹤0.01% 535
2025
Q4 		$24.3K Hold
72
– – ﹤0.01% 554
2025
Q3 		$29.1K Hold
72
– – ﹤0.01% 529
2025
Q2 		$31.8K Hold
72
– – ﹤0.01% 521
2025
Q1 		$36.6K Buy
72
+52
+260% +$25.6K ﹤0.01% 432
2024
Q4 		$9.48K Hold
20
– – ﹤0.01% 589
2024
Q3 		$9.84K Hold
20
– – ﹤0.01% 546
2024
Q2 		$9.27K Buy
+20
New +$9.14K ﹤0.01% 546

Other funds holding WSO

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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
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