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FSA Wealth Management’s Watsco Inc WSO Stock Holding History

FSA Wealth 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
Q3 		$15.6K Buy
39
+1
+3% +$428 0.01% 267
2025
Q2 		$17K Hold
38
– – 0.01% 248
2025
Q1 		$19.4K Hold
38
– – 0.01% 224
2024
Q4 		$18K Hold
38
– – 0.01% 243
2024
Q3 		$18.6K Buy
+38
New +$18.3K 0.01% 248
2024
Q1 		$16.1K Hold
37
– – 0.01% 272
2023
Q4 		$16K Buy
+37
New +$14.3K 0.01% 267

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

FSA Wealth Management's WSO Position: Q3 2025 in Review

FSA Wealth Management increased its Watsco Inc (WSO) stake by 2.6% in Q3 2025, buying an estimated $428 and bringing the position to 39 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #267.

FSA Wealth Management first reported a position in WSO in Q4 2023 and has held it in 7 quarters since. The position peaked at $19.4K in Q1 2025. 777 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • FSA Wealth Management held 39 shares of Watsco Inc worth $15.6K as of Q3 2025.
  • FSA Wealth Management bought 1 Watsco Inc share in Q3 2025, an estimated $428.
  • Watsco Inc made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #267 holding.
  • FSA Wealth Management first reported a position in Watsco Inc in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Watsco Inc position peaked at $19.4K in Q1 2025.
  • 777 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.