Global Financial Private Client’s Watsco Inc WSO Stock Holding History

Global Financial Private Client’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	-53	Closed	-$26.9K	–	1613
2025 Q1	$26.9K	Buy	53 +4	+8%	+$1.97K	0.01%	403
2024 Q4	$23.2K	Buy	49 +2	+4%	+$1.01K	0.01%	408
2024 Q3	$23.1K	Hold	47	–	–	0.01%	409
2024 Q2	$21.8K	Hold	47	–	–	0.01%	377
2024 Q1	$20.4K	Hold	47	–	–	0.01%	395
2023 Q4	$20.1K	Hold	47	–	–	0.01%	394
2023 Q3	$17.7K	Hold	47	–	–	0.01%	380
2023 Q2	$17.8K	Hold	47	–	–	0.01%	381
2023 Q1	$15K	Buy	47 +31	+194%	+$9.11K	0.01%	401
2022 Q4	$3.99K	Hold	16	–	–	﹤0.01%	506
2022 Q3	$4.25K	Hold	16	–	–	﹤0.01%	481
2022 Q2	$3.86K	Hold	16	–	–	﹤0.01%	473
2022 Q1	$4.87K	Hold	16	–	–	﹤0.01%	470
2021 Q4	$5.01K	Hold	16	–	–	﹤0.01%	453
2021 Q3	$4.28K	Hold	16	–	–	﹤0.01%	406
2021 Q2	$4.63K	Hold	16	–	–	﹤0.01%	415
2021 Q1	$4.28K	Hold	16	–	–	﹤0.01%	373
2020 Q4	$3.63K	Hold	16	–	–	﹤0.01%	374
2020 Q3	$3.71K	Hold	16	–	–	﹤0.01%	359
2020 Q2	$2.85K	Hold	16	–	–	﹤0.01%	419
2020 Q1	$2.53K	Hold	16	–	–	﹤0.01%	430
2019 Q4	$2.88K	Buy	+16	New	+$2.81K	﹤0.01%	447

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Global Financial Private Client's WSO Position: Q2 2025 in Review

Global Financial Private Client sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 53 shares — an estimated $26.9K sold.

Global Financial Private Client first reported a position in WSO in Q4 2019 and held it in 22 quarters. The position peaked at $26.9K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Global Financial Private Client reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 53 Watsco Inc shares in Q2 2025, an estimated $26.9K.
Global Financial Private Client first reported a position in Watsco Inc in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Watsco Inc position peaked at $26.9K in Q1 2025.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.