Kilter Group’s Watsco Inc WSO Stock Holding History

Kilter Group’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	-5	Closed	-$2.21K	–	1324
2025 Q2	$2.21K	Buy	+5	New	+$2.32K	﹤0.01%	589

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kilter Group's WSO Position: Q3 2025 in Review

Kilter Group sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 5 shares — an estimated $2.21K sold.

Kilter Group first reported a position in WSO in Q2 2025 and held it in 1 quarter. The position peaked at $2.21K in Q2 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

Kilter Group reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
Kilter Group sold 5 Watsco Inc shares in Q3 2025, an estimated $2.21K.
Kilter Group first reported a position in Watsco Inc in Q2 2025 and held it in 1 quarter.
Kilter Group's Watsco Inc position peaked at $2.21K in Q2 2025.
779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Kilter Group's 13F filing for Q3 2025, filed 6 Feb 2026.