FineMark National Bank & Trust’s Watsco Inc WSO Stock Holding History

FineMark National Bank & Trust’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 Q4	$7.02M	Buy	20,823 +4,199	+25%	+$1.5M	0.22%	103
2025 Q3	$6.72M	Buy	16,624 +337	+2%	+$144K	0.22%	100
2025 Q2	$7.19M	Buy	16,287 +71	+0.4%	+$32.9K	0.24%	96
2025 Q1	$8.24M	Sell	16,216 -139	-0.8%	-$68.5K	0.3%	87
2024 Q4	$7.75M	Sell	16,355 -381	-2%	-$193K	0.27%	88
2024 Q3	$8.23M	Sell	16,736 -3,496	-17%	-$1.68M	0.29%	87
2024 Q2	$9.37M	Buy	20,232 +459	+2%	+$210K	0.35%	80
2024 Q1	$8.54M	Sell	19,773 -108	-0.5%	-$43.4K	0.32%	81
2023 Q4	$8.52M	Buy	19,881 +420	+2%	+$163K	0.35%	77
2023 Q3	$7.35M	Buy	19,461 +186	+1%	+$67.2K	0.32%	80
2023 Q2	$7.35M	Sell	19,275 -8	-0%	-$2.71K	0.3%	82
2023 Q1	$6.14M	Buy	19,283 +841	+5%	+$247K	0.26%	89
2022 Q4	$4.6M	Buy	18,442 +360	+2%	+$94.7K	0.21%	104
2022 Q3	$4.66M	Buy	18,082 +584	+3%	+$158K	0.23%	103
2022 Q2	$4.18M	Buy	17,498 +605	+4%	+$159K	0.19%	109
2022 Q1	$5.15M	Buy	16,893 +743	+5%	+$212K	0.21%	107
2021 Q4	$5.05M	Buy	16,150 +153	+1%	+$45.3K	0.19%	105
2021 Q3	$4.23M	Buy	15,997 +53	+0.3%	+$14.9K	0.18%	112
2021 Q2	$4.57M	Buy	15,944 +348	+2%	+$99.6K	0.19%	108
2021 Q1	$4.07M	Buy	+15,596	New	+$3.85M	0.17%	110
2015 Q4	–	Sell	-14	Closed	-$2K	–	1494
2015 Q3	$2K	Buy	+14	New	+$1.75K	﹤0.01%	1303

Other funds holding WSO

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return