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First Horizon Advisors’s Watsco Inc WSO Stock Holding History

First Horizon 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 		$217K Sell
491
-78
-14% -$36.2K 0.01% 497
2025
Q1 		$290K Buy
569
+25
+5% +$12.3K 0.01% 435
2024
Q4 		$258K Buy
544
+32
+6% +$16.2K 0.01% 464
2024
Q3 		$252K Buy
512
+38
+8% +$18.3K 0.01% 483
2024
Q2 		$220K Buy
474
+36
+8% +$16.5K 0.01% 491
2024
Q1 		$189K Sell
438
-18
-4% -$7.23K 0.01% 515
2023
Q4 		$195K Buy
456
+18
+4% +$6.97K 0.01% 485
2023
Q3 		$165K Hold
438
– – 0.01% 498
2023
Q2 		$167K Sell
438
-24
-5% -$8.14K 0.01% 512
2023
Q1 		$147K Hold
462
– – 0.01% 540
2022
Q4 		$115K Sell
462
-127
-22% -$33.4K ﹤0.01% 580
2022
Q3 		$151K Buy
589
+37
+7% +$10K 0.01% 507
2022
Q2 		$131K Buy
552
+73
+15% +$19.2K ﹤0.01% 566
2022
Q1 		$146K Sell
479
-219
-31% -$62.5K 0.01% 433
2021
Q4 		$217K Sell
698
-31
-4% -$9.18K 0.01% 480
2021
Q3 		$192K Buy
729
+511
+234% +$143K 0.01% 513
2021
Q2 		$62K Hold
218
– – ﹤0.01% 702
2021
Q1 		$56K Hold
218
– – ﹤0.01% 698
2020
Q4 		$49K Sell
218
-113
-34% -$26K ﹤0.01% 614
2020
Q3 		$76K Buy
331
+28
+9% +$6.31K 0.01% 451
2020
Q2 		$53K Hold
303
– – ﹤0.01% 508
2020
Q1 		$48K Hold
303
– – ﹤0.01% 493
2019
Q4 		$54K Hold
303
– – ﹤0.01% 554
2019
Q3 		$50K Buy
303
+62
+26% +$10.1K ﹤0.01% 551
2019
Q2 		$39K Buy
+241
New +$37.9K ﹤0.01% 641
2017
Q1 		– Sell
-16
Closed -$2K – 1588
2016
Q4 		$2K Hold
16
– – ﹤0.01% 1341
2016
Q3 		$2K Hold
16
– – ﹤0.01% 1332
2016
Q2 		$2K Buy
+16
New +$2.15K ﹤0.01% 1248

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

First Horizon Advisors's WSO Position: Q2 2025 in Review

First Horizon Advisors reduced its Watsco Inc (WSO) stake by 14% in Q2 2025, selling an estimated $36.2K and leaving 491 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #497.

First Horizon Advisors first reported a position in WSO in Q2 2016 and has held it in 28 quarters since. The position peaked at $290K in Q1 2025. 807 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • First Horizon Advisors held 491 shares of Watsco Inc worth $217K as of Q2 2025.
  • First Horizon Advisors sold 78 Watsco Inc shares in Q2 2025, an estimated $36.2K.
  • Watsco Inc made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #497 holding.
  • First Horizon Advisors first reported a position in Watsco Inc in Q2 2016 and has held it in 28 quarters since.
  • First Horizon Advisors's Watsco Inc position peaked at $290K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.