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Insigneo Advisory Services’s Watsco Inc WSO Stock Holding History

Insigneo Advisory Services’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
-535
Closed -$236K – 777
2025
Q2 		$236K Sell
535
-45
-8% -$20.9K 0.02% 521
2025
Q1 		$295K Buy
580
+37
+7% +$18.2K 0.03% 417
2024
Q4 		$257K Sell
543
-26
-5% -$13.2K 0.03% 456
2024
Q3 		$280K Sell
569
-89
-14% -$42.8K 0.03% 462
2024
Q2 		$304K Buy
658
+16
+2% +$7.31K 0.03% 404
2024
Q1 		$277K Buy
642
+41
+7% +$16.5K 0.03% 401
2023
Q4 		$258K Sell
601
-59
-9% -$22.9K 0.04% 370
2023
Q3 		$249K Buy
+660
New +$239K 0.05% 320

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 $3.38T AUM 44.17% 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

Insigneo Advisory Services's WSO Position: Q3 2025 in Review

Insigneo Advisory Services sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 535 shares — an estimated $236K sold.

Insigneo Advisory Services first reported a position in WSO in Q3 2023 and held it in 8 quarters. The position peaked at $304K in Q2 2024. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Insigneo Advisory Services reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 535 Watsco Inc shares in Q3 2025, an estimated $236K.
  • Insigneo Advisory Services first reported a position in Watsco Inc in Q3 2023 and held it in 8 quarters.
  • Insigneo Advisory Services's Watsco Inc position peaked at $304K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Insigneo Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.