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Gitterman Wealth Management’s Watsco Inc WSO Stock Holding History

Gitterman 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 		– Sell
-348
Closed -$154K – 336
2025
Q2 		$154K Buy
+348
New +$161K 0.04% 193
2023
Q4 		– Sell
-691
Closed -$261K – 112
2023
Q3 		$261K Buy
691
+1
+0.1% +$362 0.12% 45
2023
Q2 		$263K Buy
+690
New +$234K 0.12% 50

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

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

Gitterman Wealth Management sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 348 shares — an estimated $154K sold.

Gitterman Wealth Management first reported a position in WSO in Q2 2023 and held it in 3 quarters. The position peaked at $263K in Q2 2023. 777 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 348 Watsco Inc shares in Q3 2025, an estimated $154K.
  • Gitterman Wealth Management first reported a position in Watsco Inc in Q2 2023 and held it in 3 quarters.
  • Gitterman Wealth Management's Watsco Inc position peaked at $263K in Q2 2023.
  • 777 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.