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Edgestream Partners’s Watsco Inc WSO Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-12,915
Closed -$6.12M – 1107
2024
Q4 		$6.12M Buy
12,915
+10,281
+390% +$5.21M 0.26% 97
2024
Q3 		$1.3M Buy
+2,634
New +$1.27M 0.06% 518
2023
Q1 		– Sell
-15,135
Closed -$3.77M – 671
2022
Q4 		$3.77M Buy
+15,135
New +$3.98M 0.42% 55
2022
Q3 		– Sell
-5,060
Closed -$1.21M – 630
2022
Q2 		$1.21M Buy
+5,060
New +$1.33M 0.1% 287
2022
Q1 		– Sell
-6,232
Closed -$1.95M – 651
2021
Q4 		$1.95M Buy
6,232
+3,496
+128% +$1.04M 0.12% 236
2021
Q3 		$724K Buy
+2,736
New +$767K 0.04% 357

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's WSO Position: Q1 2025 in Review

Edgestream Partners sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 12,915 shares — an estimated $6.12M sold.

Edgestream Partners first reported a position in WSO in Q3 2021 and held it in 6 quarters. The position peaked at $6.12M in Q4 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Edgestream Partners reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • Edgestream Partners sold 12,915 Watsco Inc shares in Q1 2025, an estimated $6.12M.
  • Edgestream Partners first reported a position in Watsco Inc in Q3 2021 and held it in 6 quarters.
  • Edgestream Partners's Watsco Inc position peaked at $6.12M in Q4 2024.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.