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Fiduciary Financial Group’s Watsco Inc WSO Stock Holding History

Fiduciary Financial Group’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
Q3 		– Sell
-680
Closed -$310K – 343
2025
Q2 		$310K Sell
680
-98
-13% -$45.5K 0.06% 224
2025
Q1 		$388K Sell
778
-22
-3% -$10.8K 0.08% 144
2024
Q4 		$371K Sell
800
-27
-3% -$13.7K 0.08% 150
2024
Q3 		$410K Buy
827
+16
+2% +$7.69K 0.09% 137
2024
Q2 		$422K Buy
+811
New +$371K 0.1% 120

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fiduciary Financial Group's WSO Position: Q3 2025 in Review

Fiduciary Financial Group sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 680 shares — an estimated $310K sold.

Fiduciary Financial Group first reported a position in WSO in Q2 2024 and held it in 5 quarters. The position peaked at $422K in Q2 2024. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Fiduciary Financial Group reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 680 Watsco Inc shares in Q3 2025, an estimated $310K.
  • Fiduciary Financial Group first reported a position in Watsco Inc in Q2 2024 and held it in 5 quarters.
  • Fiduciary Financial Group's Watsco Inc position peaked at $422K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Fiduciary Financial Group's 13F filing for Q3 2025, filed 10 Oct 2025.