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Nixon Peabody Trust’s Watsco Inc WSO Stock Holding History

Nixon Peabody Trust’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
Q1 		– Sell
-600
Closed -$284K – 162
2024
Q4 		$284K Hold
600
– – 0.02% 130
2024
Q3 		$295K Hold
600
– – 0.02% 121
2024
Q2 		$278K Hold
600
– – 0.02% 116
2024
Q1 		$259K Hold
600
– – 0.02% 114
2023
Q4 		$257K Hold
600
– – 0.03% 115
2023
Q3 		$227K Buy
+600
New +$217K 0.19% 72

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nixon Peabody Trust's WSO Position: Q1 2025 in Review

Nixon Peabody Trust sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 600 shares — an estimated $284K sold.

Nixon Peabody Trust first reported a position in WSO in Q3 2023 and held it in 6 quarters. The position peaked at $295K in Q3 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Nixon Peabody Trust reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • Nixon Peabody Trust sold 600 Watsco Inc shares in Q1 2025, an estimated $284K.
  • Nixon Peabody Trust first reported a position in Watsco Inc in Q3 2023 and held it in 6 quarters.
  • Nixon Peabody Trust's Watsco Inc position peaked at $295K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Nixon Peabody Trust's 13F filing for Q1 2025, filed 10 Apr 2025.