HFM
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Hartford Financial Management’s Watsco Inc WSO Stock Holding History

Hartford Financial 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
2026
Q1 		$23.3K Buy
64
+12
+23% +$4.65K 0.01% 235
2025
Q4 		$17.5K Sell
52
-3
-5% -$1.07K ﹤0.01% 244
2025
Q3 		$22.2K Hold
55
– – 0.01% 235
2025
Q2 		$24.3K Sell
55
-11
-17% -$5.1K 0.01% 232
2025
Q1 		$33.5K Buy
66
+1
+2% +$493 0.01% 231
2024
Q4 		$30.8K Sell
65
-4
-6% -$2.03K 0.01% 245
2024
Q3 		$33.9K Buy
69
+14
+25% +$6.73K 0.01% 247
2024
Q2 		$25.5K Sell
55
-27
-33% -$12.3K 0.01% 260
2024
Q1 		$35.4K Buy
82
+7
+9% +$2.81K 0.01% 251
2023
Q4 		$32.1K Buy
75
+26
+53% +$10.1K 0.01% 250
2023
Q3 		$18.5K Buy
+49
New +$17.7K ﹤0.01% 264

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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