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EP Wealth Advisors’s Watsco Inc WSO Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-742
Closed -$377K – 1480
2025
Q1 		$377K Sell
742
-18
-2% -$8.87K ﹤0.01% 810
2024
Q4 		$360K Buy
760
+221
+41% +$112K ﹤0.01% 799
2024
Q3 		$265K Buy
+539
New +$259K ﹤0.01% 910

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's WSO Position: Q2 2025 in Review

EP Wealth Advisors sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 742 shares — an estimated $377K sold.

EP Wealth Advisors first reported a position in WSO in Q3 2024 and held it in 3 quarters. The position peaked at $377K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • EP Wealth Advisors reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 742 Watsco Inc shares in Q2 2025, an estimated $377K.
  • EP Wealth Advisors first reported a position in Watsco Inc in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's Watsco Inc position peaked at $377K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.