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Fiduciary Family Office’s Watsco Inc WSO Stock Holding History

Fiduciary Family Office’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
-551
Closed -$280K – 206
2025
Q1 		$280K Buy
+551
New +$272K 0.09% 158
2024
Q4 		– Sell
-611
Closed -$301K – 260
2024
Q3 		$301K Sell
611
-1,100
-64% -$529K 0.1% 168
2024
Q2 		$793K Sell
1,711
-1,147
-40% -$524K 0.31% 80
2024
Q1 		$1.23M Buy
2,858
+1,175
+70% +$472K 0.48% 51
2023
Q4 		$721K Buy
+1,683
New +$652K 0.32% 74

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

Fiduciary Family Office's WSO Position: Q2 2025 in Review

Fiduciary Family Office sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 551 shares — an estimated $280K sold.

Fiduciary Family Office first reported a position in WSO in Q4 2023 and held it in 5 quarters. The position peaked at $1.23M in Q1 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Fiduciary Family Office reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 551 Watsco Inc shares in Q2 2025, an estimated $280K.
  • Fiduciary Family Office first reported a position in Watsco Inc in Q4 2023 and held it in 5 quarters.
  • Fiduciary Family Office's Watsco Inc position peaked at $1.23M in Q1 2024.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Fiduciary Family Office's 13F filing for Q2 2025, filed 30 Jul 2025.