Manchester Capital Management’s Watsco Inc WSO Stock Holding History

Manchester Capital Management’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	$25.1K	Buy	+69	New	+$26.7K	﹤0.01%	630
2025 Q4	–	Sell	-45	Closed	-$18.2K	–	1510
2025 Q3	$18.2K	Buy	45 +9	+25%	+$3.85K	﹤0.01%	758
2025 Q2	$15.9K	Buy	36 +2	+6%	+$928	﹤0.01%	765
2025 Q1	$17.3K	Sell	34 -9	-21%	-$4.44K	﹤0.01%	739
2024 Q4	$20.4K	Buy	43 +11	+34%	+$5.57K	﹤0.01%	699
2024 Q3	$15.7K	Sell	32 -2	-6%	-$961	﹤0.01%	724
2024 Q2	$15.8K	Buy	+34	New	+$15.5K	﹤0.01%	693
2023 Q2	–	Sell	-18	Closed	-$5.73K	–	1171
2023 Q1	$5.73K	Hold	18	–	–	﹤0.01%	608
2022 Q4	$4.49K	Buy	+18	New	+$4.73K	﹤0.01%	540
2018 Q2	–	Sell	-59	Closed	-$11K	–	590
2018 Q1	$11K	Buy	+59	New	+$10.2K	﹤0.01%	460

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