Fund 1 Investments’s Watsco Inc WSO Stock Holding History

Fund 1 Investments’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 Q1	–	Sell	-438	Closed	-$208K	–	98
2024 Q4	$208K	Buy	+438	New	+$222K	0.02%	62

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fund 1 Investments's WSO Position: Q1 2025 in Review

Fund 1 Investments sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 438 shares — an estimated $208K sold.

Fund 1 Investments first reported a position in WSO in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

Fund 1 Investments reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
Fund 1 Investments sold 438 Watsco Inc shares in Q1 2025, an estimated $208K.
Fund 1 Investments first reported a position in Watsco Inc in Q4 2024 and held it in 1 quarter.
Fund 1 Investments's Watsco Inc position peaked at $208K in Q4 2024.
840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Fund 1 Investments's 13F filing for Q1 2025, filed 15 May 2025.