FFA
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Farther Finance Advisors’s Watsco Inc WSO Stock Holding History

Farther Finance 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
2026
Q1 		$590K Sell
1,571
-313
-17% -$121K 0.01% 1288
2025
Q4 		$635K Buy
1,884
+169
+10% +$60.3K 0.01% 1162
2025
Q3 		$693K Sell
1,715
-150
-8% -$64.1K 0.01% 912
2025
Q2 		$824K Buy
1,865
+260
+16% +$121K 0.02% 684
2025
Q1 		$821K Buy
1,605
+117
+8% +$57.7K 0.02% 587
2024
Q4 		$705K Sell
1,488
-144
-9% -$72.9K 0.03% 483
2024
Q3 		$803K Sell
1,632
-476
-23% -$229K 0.03% 417
2024
Q2 		$974K Buy
2,108
+920
+77% +$421K 0.05% 308
2024
Q1 		$516K Buy
1,188
+596
+101% +$239K 0.03% 385
2023
Q4 		$254K Buy
592
+301
+103% +$117K 0.02% 498
2023
Q3 		$110K Buy
291
+21
+8% +$7.59K 0.02% 522
2023
Q2 		$103K Buy
270
+19
+8% +$6.44K 0.02% 451
2023
Q1 		$79.9K Buy
251
+225
+865% +$66.1K 0.02% 471
2022
Q4 		$6.48K Buy
+26
New +$6.84K ﹤0.01% 1085

Other funds holding WSO

BlackRock
BlackRock New York $5.72T 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