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Missouri Trust & Investment Company’s Watsco Inc WSO Stock Holding History

Missouri Trust & Investment Company’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
-5
Closed -$2.21K – 440
2025
Q2 		$2.21K Hold
5
– – ﹤0.01% 390
2025
Q1 		$2.54K Hold
5
– – ﹤0.01% 368
2024
Q4 		$2.37K Buy
+5
New +$2.53K ﹤0.01% 391

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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 $110B AUM 4.8% 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

Missouri Trust & Investment Company's WSO Position: Q3 2025 in Review

Missouri Trust & Investment Company sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 5 shares — an estimated $2.21K sold.

Missouri Trust & Investment Company first reported a position in WSO in Q4 2024 and held it in 3 quarters. The position peaked at $2.54K in Q1 2025. 778 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Missouri Trust & Investment Company reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 5 Watsco Inc shares in Q3 2025, an estimated $2.21K.
  • Missouri Trust & Investment Company first reported a position in Watsco Inc in Q4 2024 and held it in 3 quarters.
  • Missouri Trust & Investment Company's Watsco Inc position peaked at $2.54K in Q1 2025.
  • 778 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q3 2025, filed 6 Nov 2025.