Hexagon Capital Partners’s Watsco Inc WSO Stock Holding History

Hexagon Capital Partners’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	-102	Closed	-$51.8K	–	1731
2025 Q1	$51.8K	Hold	102	–	–	0.01%	460
2024 Q4	$48.3K	Buy	102 +99	+3,300%	+$50.1K	0.01%	490
2024 Q3	$1.48K	Sell	3 -2	-40%	-$961	﹤0.01%	1279
2024 Q2	$2.32K	Hold	5	–	–	﹤0.01%	1147
2024 Q1	$2.16K	Buy	5 +1	+25%	+$402	﹤0.01%	1155
2023 Q4	$1.71K	Sell	4 -3	-43%	-$1.16K	﹤0.01%	1162
2023 Q3	$2.64K	Sell	7 -16	-70%	-$5.79K	﹤0.01%	1018
2023 Q2	$8.77K	Buy	23 +16	+229%	+$5.42K	﹤0.01%	776
2023 Q1	$2.23K	Buy	7 +5	+250%	+$1.47K	﹤0.01%	1045
2022 Q4	$499	Sell	2 -22	-92%	-$5.79K	﹤0.01%	1289
2022 Q3	$6K	Buy	+24	New	+$6.5K	﹤0.01%	909

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

Hexagon Capital Partners's WSO Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 102 shares — an estimated $51.8K sold.

Hexagon Capital Partners first reported a position in WSO in Q3 2022 and held it in 11 quarters. The position peaked at $51.8K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Hexagon Capital Partners reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 102 Watsco Inc shares in Q2 2025, an estimated $51.8K.
Hexagon Capital Partners first reported a position in Watsco Inc in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's Watsco Inc position peaked at $51.8K in Q1 2025.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.