NewSquare Capital’s Watsco Inc WSO Stock Holding History

NewSquare Capital’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	-32	Closed	-$16.3K	–	1385
2025 Q1	$16.3K	Buy	32 +31	+3,100%	+$15.3K	﹤0.01%	416
2024 Q4	$474	Buy	+1	New	+$506	﹤0.01%	725
2020 Q3	–	Sell	-20	Closed	-$4K	–	415
2020 Q2	$4K	Buy	+20	New	+$3.31K	﹤0.01%	279
2020 Q1	–	Sell	-4,510	Closed	-$812K	–	405
2019 Q4	$812K	Buy	+4,510	New	+$793K	0.13%	87

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewSquare Capital's WSO Position: Q2 2025 in Review

NewSquare Capital sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 32 shares — an estimated $16.3K sold.

NewSquare Capital first reported a position in WSO in Q4 2019 and held it in 4 quarters. The position peaked at $812K in Q4 2019. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

NewSquare Capital reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 32 Watsco Inc shares in Q2 2025, an estimated $16.3K.
NewSquare Capital first reported a position in Watsco Inc in Q4 2019 and held it in 4 quarters.
NewSquare Capital's Watsco Inc position peaked at $812K in Q4 2019.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.