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Mowery & Schoenfeld Wealth Management’s Watsco Inc WSO Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-18
Closed -$7.95K – 405
2025
Q2 		$7.95K Hold
18
– – 0.01% 235
2025
Q1 		$9.15K Hold
18
– – 0.02% 272
2024
Q4 		$8.53K Hold
18
– – 0.02% 245
2024
Q3 		$8.85K Buy
+18
New +$8.65K 0.01% 180

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's WSO Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 18 shares — an estimated $7.95K sold.

Mowery & Schoenfeld Wealth Management first reported a position in WSO in Q3 2024 and held it in 4 quarters. The position peaked at $9.15K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 18 Watsco Inc shares in Q3 2025, an estimated $7.95K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Watsco Inc in Q3 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Watsco Inc position peaked at $9.15K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.