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Flaharty Asset Management’s Watsco Inc WSO Stock Holding History

Flaharty Asset Management’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
-100
Closed -$50.8K – 494
2025
Q1 		$50.8K Buy
+100
New +$49.3K 0.01% 214
2024
Q4 		– Sell
-100
Closed -$49.2K – 438
2024
Q3 		$49.2K Buy
+100
New +$48.1K 0.01% 212
2023
Q4 		– Sell
-100
Closed -$37.8K – 457
2023
Q3 		$37.8K Buy
+100
New +$36.2K 0.01% 216

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Flaharty Asset Management's WSO Position: Q2 2025 in Review

Flaharty Asset Management sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 100 shares — an estimated $50.8K sold.

Flaharty Asset Management first reported a position in WSO in Q3 2023 and held it in 3 quarters. The position peaked at $50.8K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Flaharty Asset Management reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 100 Watsco Inc shares in Q2 2025, an estimated $50.8K.
  • Flaharty Asset Management first reported a position in Watsco Inc in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Watsco Inc position peaked at $50.8K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.