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Lindbrook Capital’s Watsco Inc WSO Stock Holding History

Lindbrook Capital’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 		$92.5K Buy
182
+98
+117% +$48.3K 0.01% 711
2024
Q4 		$39.8K Sell
84
-12
-13% -$6.08K ﹤0.01% 916
2024
Q3 		$47.2K Sell
96
-3
-3% -$1.44K ﹤0.01% 847
2024
Q2 		$45.9K Buy
99
+17
+21% +$7.77K ﹤0.01% 832
2024
Q1 		$35.4K Buy
82
+2
+3% +$803 ﹤0.01% 925
2023
Q4 		$34.3K Buy
80
+28
+54% +$10.8K ﹤0.01% 914
2023
Q3 		$19.6K Sell
52
-6
-10% -$2.17K ﹤0.01% 1068
2023
Q2 		$22.1K Buy
58
+2
+4% +$678 ﹤0.01% 1030
2023
Q1 		$17.8K Buy
56
+23
+70% +$6.76K ﹤0.01% 1127
2022
Q4 		$8.23K Sell
33
-25
-43% -$6.57K ﹤0.01% 1532
2022
Q3 		$15K Buy
58
+30
+107% +$8.13K ﹤0.01% 1147
2022
Q2 		$7K Sell
28
-4
-13% -$1.05K ﹤0.01% 1438
2022
Q1 		$10K Buy
32
+4
+14% +$1.14K ﹤0.01% 1296
2021
Q4 		$9K Hold
28
– – ﹤0.01% 1332
2021
Q3 		$7K Hold
28
– – ﹤0.01% 1151
2021
Q2 		$8K Hold
28
– – ﹤0.01% 1158
2021
Q1 		$7K Buy
28
+5
+22% +$1.23K ﹤0.01% 1176
2020
Q4 		$5K Buy
23
+21
+1,050% +$4.83K ﹤0.01% 1216
2020
Q3 		$0 Buy
+2
New +$451 ﹤0.01% 1854

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 $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 $3.37T AUM 44.26% 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 $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's WSO Position: Q1 2025 in Review

Lindbrook Capital increased its Watsco Inc (WSO) stake by 117% in Q1 2025, buying an estimated $48.3K and bringing the position to 182 shares worth $92.5K. The position accounts for 0.01% of the portfolio, ranked #711.

Lindbrook Capital first reported a position in WSO in Q3 2020 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Lindbrook Capital held 182 shares of Watsco Inc worth $92.5K as of Q1 2025.
  • Lindbrook Capital bought 98 Watsco Inc shares in Q1 2025, an estimated $48.3K.
  • Watsco Inc made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #711 holding.
  • Lindbrook Capital first reported a position in Watsco Inc in Q3 2020 and has held it in 19 quarters since.
  • 841 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.