M&G plc’s Watsco Inc WSO Stock Holding History

M&G plc’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	–	Sell	-1,643	Closed	-$835K	–	476
2025 Q1	$835K	Hold	1,643	–	–	﹤0.01%	359
2024 Q4	$779K	Hold	1,643	–	–	﹤0.01%	368
2024 Q3	$808K	Sell	1,643 -131	-7%	-$63K	﹤0.01%	365
2024 Q2	$821K	Buy	+1,774	New	+$811K	﹤0.01%	355

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

M&G plc's WSO Position: Q2 2025 in Review

M&G plc sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 1,643 shares — an estimated $835K sold.

M&G plc first reported a position in WSO in Q2 2024 and held it in 4 quarters. The position peaked at $835K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

M&G plc reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
M&G plc sold 1,643 Watsco Inc shares in Q2 2025, an estimated $835K.
M&G plc first reported a position in Watsco Inc in Q2 2024 and held it in 4 quarters.
M&G plc's Watsco Inc position peaked at $835K in Q1 2025.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on M&G plc's 13F filing for Q2 2025, filed 8 Aug 2025.