Larson Financial Group’s Watsco Inc WSO Stock Holding History

Larson Financial 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
2026 Q1	$75.9K	Sell	209 -3	-1%	-$1.16K	﹤0.01%	1123
2025 Q4	$71.6K	Buy	212 +22	+12%	+$7.86K	﹤0.01%	1064
2025 Q3	$76.9K	Sell	190 -42	-18%	-$18K	﹤0.01%	996
2025 Q2	$102K	Sell	232 -1,038	-82%	-$482K	﹤0.01%	840
2025 Q1	$646K	Buy	1,270 +469	+59%	+$231K	0.03%	336
2024 Q4	$380K	Sell	801 -337	-30%	-$171K	0.02%	419
2024 Q3	$560K	Buy	1,138 +1,107	+3,571%	+$532K	0.03%	315
2024 Q2	$14.4K	Buy	31 +6	+24%	+$2.74K	﹤0.01%	1159
2024 Q1	$10.8K	Sell	25 -53	-68%	-$21.3K	﹤0.01%	1022
2023 Q4	$33.4K	Hold	78	–	–	﹤0.01%	727
2023 Q3	$29.5K	Hold	78	–	–	﹤0.01%	729
2023 Q2	$29.8K	Hold	78	–	–	﹤0.01%	648
2023 Q1	$24.8K	Hold	78	–	–	﹤0.01%	688
2022 Q4	$19.5K	Hold	78	–	–	﹤0.01%	696
2022 Q3	$20K	Buy	78 +36	+86%	+$9.76K	﹤0.01%	640
2022 Q2	$10K	Buy	+42	New	+$11.1K	﹤0.01%	732

Other funds holding WSO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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