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First United Bank & Trust’s Watsco Inc WSO Stock Holding History

First United 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
Q3 		– Sell
-4
Closed -$1.77K – 429
2025
Q2 		$1.77K Hold
4
– – ﹤0.01% 378
2025
Q1 		$2.03K Buy
+4
New +$1.97K ﹤0.01% 383

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

First United Bank & Trust's WSO Position: Q3 2025 in Review

First United Bank & Trust sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 4 shares — an estimated $1.77K sold.

First United Bank & Trust first reported a position in WSO in Q1 2025 and held it in 2 quarters. The position peaked at $2.03K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • First United Bank & Trust reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • First United Bank & Trust sold 4 Watsco Inc shares in Q3 2025, an estimated $1.77K.
  • First United Bank & Trust first reported a position in Watsco Inc in Q1 2025 and held it in 2 quarters.
  • First United Bank & Trust's Watsco Inc position peaked at $2.03K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on First United Bank & Trust's 13F filing for Q3 2025, filed 27 Oct 2025.