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Mather Group’s Watsco Inc WSO Stock Holding History

Mather Group’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 		$84K Buy
+231
New +$89.5K ﹤0.01% 939
2025
Q4 		– Sell
-257
Closed -$104K – 1659
2025
Q3 		$104K Buy
+257
New +$110K ﹤0.01% 764
2025
Q2 		– Sell
-287
Closed -$146K – 1734
2025
Q1 		$146K Buy
287
+9
+3% +$4.44K ﹤0.01% 672
2024
Q4 		$132K Buy
278
+19
+7% +$9.62K ﹤0.01% 682
2024
Q3 		$127K Sell
259
-34
-12% -$16.3K ﹤0.01% 684
2024
Q2 		$127K Buy
293
+27
+10% +$12.3K ﹤0.01% 737
2024
Q1 		$114K Buy
+266
New +$107K ﹤0.01% 669

Other funds holding WSO

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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
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