IAA
WSO icon

Independent Advisor Alliance’s Watsco Inc WSO Stock Holding History

Independent Advisor Alliance’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
-476
Closed -$210K – 989
2025
Q2 		$210K Sell
476
-52
-10% -$24.1K 0.01% 831
2025
Q1 		$268K Buy
528
+63
+14% +$31.1K 0.01% 688
2024
Q4 		$220K Buy
+465
New +$235K ﹤0.01% 1256
2023
Q4 		– Sell
-1,813
Closed -$685K – 710
2023
Q3 		$685K Buy
1,813
+502
+38% +$181K 0.03% 355
2023
Q2 		$500K Buy
+1,311
New +$445K 0.02% 427

Other funds holding WSO

BlackRock
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