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Nebula Research & Development’s Watsco Inc WSO Stock Holding History

Nebula Research & Development’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
-2,115
Closed -$1.08M – 1183
2025
Q1 		$1.08M Sell
2,115
-5,976
-74% -$2.95M 0.1% 346
2024
Q4 		$3.83M Buy
8,091
+7,549
+1,393% +$3.82M 0.45% 10
2024
Q3 		$267K Buy
+542
New +$261K 0.03% 756
2024
Q1 		– Sell
-2,183
Closed -$935K – 1024
2023
Q4 		$935K Buy
+2,183
New +$846K 0.28% 84
2023
Q3 		– Sell
-1,643
Closed -$627K – 673
2023
Q2 		$627K Buy
+1,643
New +$557K 0.48% 61

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

Nebula Research & Development's WSO Position: Q2 2025 in Review

Nebula Research & Development sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 2,115 shares — an estimated $1.08M sold.

Nebula Research & Development first reported a position in WSO in Q2 2023 and held it in 5 quarters. The position peaked at $3.83M in Q4 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Nebula Research & Development reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Nebula Research & Development sold 2,115 Watsco Inc shares in Q2 2025, an estimated $1.08M.
  • Nebula Research & Development first reported a position in Watsco Inc in Q2 2023 and held it in 5 quarters.
  • Nebula Research & Development's Watsco Inc position peaked at $3.83M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Nebula Research & Development's 13F filing for Q2 2025, filed 14 Aug 2025.