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Mendota Financial Group’s Watsco Inc WSO Stock Holding History

Mendota Financial 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
2025
Q1 		– Sell
-13
Closed -$6.16K – 371
2024
Q4 		$6.16K Hold
13
– – ﹤0.01% 257
2024
Q3 		$6.39K Buy
+13
New +$6.25K ﹤0.01% 256

Other funds holding WSO

BlackRock
BlackRock New York $5.72T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendota Financial Group's WSO Position: Q1 2025 in Review

Mendota Financial Group sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 13 shares — an estimated $6.16K sold.

Mendota Financial Group first reported a position in WSO in Q3 2024 and held it in 2 quarters. The position peaked at $6.39K in Q3 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Mendota Financial Group reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 13 Watsco Inc shares in Q1 2025, an estimated $6.16K.
  • Mendota Financial Group first reported a position in Watsco Inc in Q3 2024 and held it in 2 quarters.
  • Mendota Financial Group's Watsco Inc position peaked at $6.39K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.