Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ME
McIlrath & Eck’s
Watsco Inc
WSO
Stock Holding History
McIlrath & Eck’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
$6.55K
Hold
18
–
–
﹤0.01%
1157
2025
Q4
$6.07K
Buy
+18
New
+$6.43K
﹤0.01%
745
2025
Q3
–
Sell
-40
Closed
-$17.7K
–
987
2025
Q2
$17.7K
Hold
40
–
–
﹤0.01%
500
2025
Q1
$20.3K
Hold
40
–
–
﹤0.01%
482
2024
Q4
$19K
Hold
40
–
–
﹤0.01%
497
2024
Q3
$19.7K
Hold
40
–
–
﹤0.01%
473
2024
Q2
$18.5K
Sell
40
-36
-47%
-$16.5K
﹤0.01%
476
2024
Q1
$32.8K
Buy
76
+56
+280%
+$22.5K
0.01%
354
2023
Q4
$8.57K
Buy
+20
New
+$7.75K
﹤0.01%
590
Other funds holding WSO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close