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Legacy Investment Solutions’s Watsco Inc WSO Stock Holding History

Legacy Investment Solutions’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 		$17.7K Buy
+40
New +$18.6K 0.01% 255
2024
Q4 		$18.6K Hold
40
– – 0.01% 225
2024
Q3 		$21.7K Buy
+40
New +$19.2K 0.01% 208

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

Legacy Investment Solutions's WSO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Watsco Inc (WSO) in Q2 2025: 40 shares worth $17.7K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WSO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WSO in Q3 2024 and has held it in 3 quarters since. The position peaked at $21.7K in Q3 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Legacy Investment Solutions held 40 shares of Watsco Inc worth $17.7K as of Q2 2025.
  • Watsco Inc was a new Legacy Investment Solutions position in Q2 2025.
  • Watsco Inc made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #255 holding.
  • Legacy Investment Solutions first reported a position in Watsco Inc in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Watsco Inc position peaked at $21.7K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.