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Hemington Wealth Management’s Watsco Inc WSO Stock Holding History

Hemington 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 		$12K Sell
30
-3
-9% -$1.28K ﹤0.01% 831
2025
Q2 		$14K Sell
33
-12
-27% -$5.57K ﹤0.01% 748
2025
Q1 		$22K Buy
45
+12
+36% +$5.92K ﹤0.01% 559
2024
Q4 		$15K Buy
33
+8
+32% +$4.05K ﹤0.01% 643
2024
Q3 		$11K Buy
+25
New +$12K ﹤0.01% 694

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Hemington Wealth Management reduced its Watsco Inc (WSO) stake by 9.1% in Q3 2025, selling an estimated $1.28K and leaving 30 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Hemington Wealth Management first reported a position in WSO in Q3 2024 and has held it in 5 quarters since. The position peaked at $22K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Hemington Wealth Management held 30 shares of Watsco Inc worth $12K as of Q3 2025.
  • Hemington Wealth Management sold 3 Watsco Inc shares in Q3 2025, an estimated $1.28K.
  • Watsco Inc made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #831 holding.
  • Hemington Wealth Management first reported a position in Watsco Inc in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Watsco Inc position peaked at $22K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.