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Dynamic Technology Lab’s Watsco Inc WSO Stock Holding History

Dynamic Technology Lab’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
-1,102
Closed -$486K – 1272
2025
Q2 		$486K Buy
+1,102
New +$511K 0.07% 522
2025
Q1 		– Sell
-990
Closed -$469K – 1402
2024
Q4 		$469K Sell
990
-1,731
-64% -$877K 0.08% 466
2024
Q3 		$1.34M Buy
2,721
+454
+20% +$218K 0.14% 230
2024
Q2 		$1.05M Buy
+2,267
New +$1.04M 0.12% 292
2022
Q1 		– Sell
-4,569
Closed -$1.43M – 1577
2021
Q4 		$1.43M Buy
+4,569
New +$1.35M 0.16% 180
2021
Q2 		– Sell
-936
Closed -$244K – 1594
2021
Q1 		$244K Sell
936
-1,166
-55% -$288K 0.03% 872
2020
Q4 		$476K Sell
2,102
-509
-19% -$117K 0.08% 471
2020
Q3 		$608K Buy
+2,611
New +$588K 0.1% 360
2020
Q1 		– Sell
-3,945
Closed -$711K – 1413
2019
Q4 		$711K Buy
+3,945
New +$694K 0.11% 310
2019
Q3 		– Sell
-3,492
Closed -$571K – 1338
2019
Q2 		$571K Buy
+3,492
New +$548K 0.1% 354
2019
Q1 		– Sell
-3,990
Closed -$556K – 1378
2018
Q4 		$556K Buy
+3,990
New +$608K 0.1% 364
2018
Q3 		– Sell
-2,808
Closed -$501K – 1389
2018
Q2 		$501K Buy
+2,808
New +$511K 0.08% 460
2017
Q2 		– Sell
-4,223
Closed -$605K – 1361
2017
Q1 		$605K Buy
4,223
+8
+0.2% +$1.2K 0.14% 222
2016
Q4 		$624K Buy
4,215
+532
+14% +$77.1K 0.17% 167
2016
Q3 		$519K Buy
+3,683
New +$528K 0.14% 224
2016
Q1 		– Sell
-7,605
Closed -$891K – 1209
2015
Q4 		$891K Buy
7,605
+5,862
+336% +$723K 0.27% 32
2015
Q3 		$207K Buy
+1,743
New +$217K 0.07% 635
2013
Q4 		– Sell
-3,257
Closed -$307K – 712
2013
Q3 		$307K Buy
+3,257
New +$298K 0.25% 138

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

Dynamic Technology Lab's WSO Position: Q3 2025 in Review

Dynamic Technology Lab sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 1,102 shares — an estimated $486K sold.

Dynamic Technology Lab first reported a position in WSO in Q3 2013 and held it in 18 quarters. The position peaked at $1.43M in Q4 2021. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Dynamic Technology Lab reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 1,102 Watsco Inc shares in Q3 2025, an estimated $486K.
  • Dynamic Technology Lab first reported a position in Watsco Inc in Q3 2013 and held it in 18 quarters.
  • Dynamic Technology Lab's Watsco Inc position peaked at $1.43M in Q4 2021.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Dynamic Technology Lab's 13F filing for Q3 2025, filed 13 Nov 2025.