Mariner
WSO icon

Mariner’s Watsco Inc WSO Stock Holding History

Mariner’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
Q3 		– Sell
-4,053
Closed -$1.79M – 3784
2025
Q2 		$1.79M Sell
4,053
-1,662
-29% -$771K ﹤0.01% 1410
2025
Q1 		$2.9M Buy
5,715
+66
+1% +$32.5K ﹤0.01% 1037
2024
Q4 		$2.68M Buy
5,649
+247
+5% +$125K ﹤0.01% 1068
2024
Q3 		$2.66M Sell
5,402
-69
-1% -$33.2K ﹤0.01% 1049
2024
Q2 		$2.53M Buy
5,471
+79
+1% +$36.1K ﹤0.01% 999
2024
Q1 		$2.33M Buy
5,392
+84
+2% +$33.7K ﹤0.01% 1036
2023
Q4 		$2.27M Buy
5,308
+120
+2% +$46.5K 0.01% 1003
2023
Q3 		$1.96M Buy
5,188
+221
+4% +$79.9K 0.01% 986
2023
Q2 		$1.89M Buy
4,967
+142
+3% +$48.2K 0.01% 999
2023
Q1 		$1.53M Buy
4,825
+173
+4% +$50.8K ﹤0.01% 1073
2022
Q4 		$1.16M Buy
4,652
+384
+9% +$101K ﹤0.01% 1163
2022
Q3 		$1.1M Buy
+4,268
New +$1.16M ﹤0.01% 1009

Other funds holding WSO

BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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