LifeWealth Investments’s Watsco Inc WSO Stock Holding History

LifeWealth Investments’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 Q1	–	Sell	-465	Closed	-$220K	–	181
2024 Q4	$220K	Buy	+465	New	+$235K	0.15%	136

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifeWealth Investments's WSO Position: Q1 2025 in Review

LifeWealth Investments sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 465 shares — an estimated $220K sold.

LifeWealth Investments first reported a position in WSO in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 841 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

LifeWealth Investments reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 465 Watsco Inc shares in Q1 2025, an estimated $220K.
LifeWealth Investments first reported a position in Watsco Inc in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Watsco Inc position peaked at $220K in Q4 2024.
841 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.