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WSO icon

IFM Investors’s Watsco Inc WSO Stock Holding History

IFM Investors’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 		$2.71M Buy
+7,461
New +$2.89M 0.02% 494
2025
Q4 		– Sell
-6,999
Closed -$2.79M – 665
2025
Q3 		$2.79M Hold
6,999
– – 0.02% 472
2025
Q2 		$3.09M Buy
6,999
+311
+5% +$144K 0.03% 442
2025
Q1 		$3.4M Sell
6,688
-255
-4% -$126K 0.04% 414
2024
Q4 		$3.29M Sell
6,943
-413
-6% -$209K 0.03% 427
2024
Q3 		$3.62M Buy
7,356
+123
+2% +$59.1K 0.03% 432
2024
Q2 		$3.35M Hold
7,233
– – 0.03% 431
2024
Q1 		$3.12M Buy
+7,233
New +$2.91M 0.03% 447
2023
Q4 		– Sell
-6,621
Closed -$2.5M – 637
2023
Q3 		$2.5M Hold
6,621
– – 0.03% 457
2023
Q2 		$2.53M Buy
+6,621
New +$2.25M 0.03% 457

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