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Headlands Technologies’s Watsco Inc WSO Stock Holding History

Headlands Technologies’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
-275
Closed -$121K – 1306
2025
Q2 		$121K Buy
+275
New +$128K 0.01% 587
2025
Q1 		– Sell
-189
Closed -$89.6K – 1580
2024
Q4 		$89.6K Sell
189
-232
-55% -$117K 0.01% 687
2024
Q3 		$207K Buy
+421
New +$202K 0.02% 516
2024
Q2 		– Sell
-597
Closed -$258K – 1670
2024
Q1 		$258K Sell
597
-645
-52% -$259K 0.06% 314
2023
Q4 		$532K Sell
1,242
-197
-14% -$76.3K 0.16% 125
2023
Q3 		$544K Buy
+1,439
New +$520K 0.27% 87

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BlackRock New York $5.7T 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