EF
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Empowered Funds’s Watsco Inc WSO Stock Holding History

Empowered Funds’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 		$451K Buy
+1,239
New +$480K ﹤0.01% 1677
2025
Q4 		– Sell
-1,002
Closed -$405K – 1936
2025
Q3 		$405K Sell
1,002
-4,970
-83% -$2.13M ﹤0.01% 1490
2025
Q2 		$2.64M Buy
5,972
+45
+0.8% +$20.9K 0.03% 698
2025
Q1 		$3.01M Buy
5,927
+232
+4% +$114K 0.04% 547
2024
Q4 		$2.7M Buy
5,695
+664
+13% +$336K 0.04% 592
2024
Q3 		$2.47M Buy
5,031
+201
+4% +$96.6K 0.04% 589
2024
Q2 		$2.24M Buy
4,830
+179
+4% +$81.8K 0.04% 575
2024
Q1 		$2.01M Sell
4,651
-7,490
-62% -$3.01M 0.04% 613
2023
Q4 		$5.2M Buy
12,141
+8,105
+201% +$3.14M 0.13% 224
2023
Q3 		$1.52M Sell
4,036
-8,079
-67% -$2.92M 0.05% 536
2023
Q2 		$4.62M Buy
+12,115
New +$4.11M 0.16% 155
2022
Q2 		– Sell
-2,533
Closed -$772K – 341
2022
Q1 		$772K Buy
2,533
+289
+13% +$82.4K 0.08% 209
2021
Q4 		$702K Buy
2,244
+357
+19% +$106K 0.08% 198
2021
Q3 		$499K Buy
1,887
+799
+73% +$224K 0.06% 180
2021
Q2 		$312K Buy
+1,088
New +$311K 0.04% 209

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