HBK Sorce Advisory’s Watsco Inc WSO Stock Holding History

HBK Sorce Advisory’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	-458	Closed	-$233K	–	636
2025 Q1	$233K	Buy	+458	New	+$226K	0.01%	507

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

HBK Sorce Advisory's WSO Position: Q2 2025 in Review

HBK Sorce Advisory sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 458 shares — an estimated $233K sold.

HBK Sorce Advisory first reported a position in WSO in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

HBK Sorce Advisory reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
HBK Sorce Advisory sold 458 Watsco Inc shares in Q2 2025, an estimated $233K.
HBK Sorce Advisory first reported a position in Watsco Inc in Q1 2025 and held it in 1 quarter.
HBK Sorce Advisory's Watsco Inc position peaked at $233K in Q1 2025.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on HBK Sorce Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.