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International Private Wealth Advisors’s Watsco Inc WSO Stock Holding History

International Private Wealth Advisors’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
-766
Closed -$389K – 185
2025
Q1 		$389K Sell
766
-16
-2% -$7.89K 0.37% 72
2024
Q4 		$371K Buy
782
+9
+1% +$4.56K 0.37% 72
2024
Q3 		$380K Sell
773
-35
-4% -$16.8K 0.56% 48
2024
Q2 		$374K Sell
808
-280
-26% -$128K 0.63% 44
2024
Q1 		$470K Buy
1,088
+424
+64% +$170K 0.91% 23
2023
Q4 		$285K Buy
+664
New +$257K 0.28% 61

Other funds holding WSO

BlackRock
BlackRock New York $5.72T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

International Private Wealth Advisors's WSO Position: Q2 2025 in Review

International Private Wealth Advisors sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 766 shares — an estimated $389K sold.

International Private Wealth Advisors first reported a position in WSO in Q4 2023 and held it in 6 quarters. The position peaked at $470K in Q1 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • International Private Wealth Advisors reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 766 Watsco Inc shares in Q2 2025, an estimated $389K.
  • International Private Wealth Advisors first reported a position in Watsco Inc in Q4 2023 and held it in 6 quarters.
  • International Private Wealth Advisors's Watsco Inc position peaked at $470K in Q1 2024.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.