Empirical Wealth Management’s Watsco Inc WSO Stock Holding History

Empirical Wealth Management’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 Q4	–	Sell	-781	Closed	-$316K	–	984
2025 Q3	$316K	Sell	781 -626	-44%	-$268K	0.01%	594
2025 Q2	$621K	Sell	1,407 -771	-35%	-$358K	0.01%	387
2025 Q1	$1.11M	Sell	2,178 -9,354	-81%	-$4.61M	0.03%	285
2024 Q4	$5.46M	Buy	11,532 +1,195	+12%	+$605K	0.15%	114
2024 Q3	$5.08M	Buy	10,337 +962	+10%	+$462K	0.14%	116
2024 Q2	$4.34M	Buy	9,375 +153	+2%	+$69.9K	0.13%	121
2024 Q1	$3.98M	Buy	9,222 +1,665	+22%	+$669K	0.12%	121
2023 Q4	$3.24M	Buy	7,557 +793	+12%	+$307K	0.11%	126
2023 Q3	$2.55M	Buy	6,764 +833	+14%	+$301K	0.1%	133
2023 Q2	$2.26M	Buy	+5,931	New	+$2.01M	0.09%	145
2022 Q2	–	Sell	-5,680	Closed	-$1.73M	–	538
2022 Q1	$1.73M	Buy	5,680 +2,797	+97%	+$798K	0.09%	146
2021 Q4	$903K	Buy	+2,883	New	+$854K	0.05%	236

Other funds holding WSO

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return