NW
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NewEdge Wealth’s Watsco Inc WSO Stock Holding History

NewEdge Wealth’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
2026
Q1 		$3.42M Sell
9,406
-1,244
-12% -$482K 0.04% 301
2025
Q4 		$3.59M Sell
10,650
-778
-7% -$278K 0.04% 312
2025
Q3 		$4.09M Sell
11,428
-279
-2% -$119K 0.06% 243
2025
Q2 		$4.87M Sell
11,707
-156
-1% -$72.4K 0.08% 203
2025
Q1 		$6.03M Buy
11,863
+28
+0.2% +$13.8K 0.11% 156
2024
Q4 		$5.61M Buy
11,835
+367
+3% +$186K 0.1% 167
2024
Q3 		$5.64M Buy
11,468
+770
+7% +$370K 0.1% 174
2024
Q2 		$4.96M Sell
10,698
-48
-0.4% -$21.9K 0.11% 167
2024
Q1 		$4.9M Buy
10,746
+1,046
+11% +$420K 0.11% 166
2023
Q4 		$4.16M Buy
9,700
+313
+3% +$121K 0.11% 166
2023
Q3 		$3.55M Buy
9,387
+690
+8% +$249K 0.11% 163
2023
Q2 		$3.32M Buy
8,697
+158
+2% +$53.6K 0.11% 176
2023
Q1 		$2.72M Buy
8,539
+808
+10% +$237K 0.1% 178
2022
Q4 		$1.93M Sell
7,731
-30
-0.4% -$7.89K 0.08% 214
2022
Q3 		$2M Buy
7,761
+277
+4% +$75.1K 0.09% 189
2022
Q2 		$1.79M Buy
+7,484
New +$1.97M 0.08% 203

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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