Metis Global Partners’s Watsco Inc WSO Stock Holding History

Metis Global Partners’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 Q2	–	Sell	-611	Closed	-$311K	–	815
2025 Q1	$311K	Buy	611 +139	+29%	+$68.5K	0.01%	666
2024 Q4	$224K	Buy	472 +41	+10%	+$20.8K	0.01%	725
2024 Q3	$212K	Buy	+431	New	+$207K	0.01%	729
2023 Q4	–	Sell	-539	Closed	-$204K	–	759
2023 Q3	$204K	Buy	+539	New	+$195K	0.01%	688

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Metis Global Partners's WSO Position: Q2 2025 in Review

Metis Global Partners sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 611 shares — an estimated $311K sold.

Metis Global Partners first reported a position in WSO in Q3 2023 and held it in 4 quarters. The position peaked at $311K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Metis Global Partners reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
Metis Global Partners sold 611 Watsco Inc shares in Q2 2025, an estimated $311K.
Metis Global Partners first reported a position in Watsco Inc in Q3 2023 and held it in 4 quarters.
Metis Global Partners's Watsco Inc position peaked at $311K in Q1 2025.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Metis Global Partners's 13F filing for Q2 2025, filed 6 Aug 2025.