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My Legacy Advisors’s Watsco Inc WSO Stock Holding History

My Legacy Advisors’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
-693
Closed -$352K – 224
2025
Q1 		$352K Buy
693
+6
+0.9% +$2.96K 0.14% 160
2024
Q4 		$329K Buy
687
+21
+3% +$10.6K 0.13% 164
2024
Q3 		$328K Sell
666
-24
-3% -$11.5K 0.13% 169
2024
Q2 		$320K Buy
690
+216
+46% +$98.7K 0.1% 184
2024
Q1 		$205K Buy
+474
New +$190K 0.07% 209

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

My Legacy Advisors's WSO Position: Q2 2025 in Review

My Legacy Advisors sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 693 shares — an estimated $352K sold.

My Legacy Advisors first reported a position in WSO in Q1 2024 and held it in 5 quarters. The position peaked at $352K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • My Legacy Advisors reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 693 Watsco Inc shares in Q2 2025, an estimated $352K.
  • My Legacy Advisors first reported a position in Watsco Inc in Q1 2024 and held it in 5 quarters.
  • My Legacy Advisors's Watsco Inc position peaked at $352K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.