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Kestra Investment Management’s Watsco Inc WSO Stock Holding History

Kestra Investment Management’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
-47
Closed -$23.9K – 982
2025
Q1 		$23.9K Buy
47
+22
+88% +$10.8K ﹤0.01% 540
2024
Q4 		$11.8K Buy
+25
New +$12.7K ﹤0.01% 807

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Investment Management's WSO Position: Q2 2025 in Review

Kestra Investment Management sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 47 shares — an estimated $23.9K sold.

Kestra Investment Management first reported a position in WSO in Q4 2024 and held it in 2 quarters. The position peaked at $23.9K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Kestra Investment Management reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 47 Watsco Inc shares in Q2 2025, an estimated $23.9K.
  • Kestra Investment Management first reported a position in Watsco Inc in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Watsco Inc position peaked at $23.9K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.