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Oliver Lagore Vanvalin Investment Group’s Watsco Inc WSO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$7.63K Buy
+15
New +$6.96K ﹤0.01% 447
2024
Q4 		$7.11K Hold
15
– – ﹤0.01% 484
2024
Q3 		$7.38K Hold
15
– – ﹤0.01% 460
2024
Q2 		$6.95K Hold
15
– – ﹤0.01% 458
2024
Q1 		$6.48K Hold
15
– – ﹤0.01% 472
2023
Q4 		$6.43K Hold
15
– – ﹤0.01% 487
2023
Q3 		$5.67K Buy
+15
New +$5.42K ﹤0.01% 532

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

Oliver Lagore Vanvalin Investment Group's WSO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Watsco Inc (WSO) in Q2 2025: 15 shares worth $7.63K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in WSO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in WSO in Q3 2023 and has held it in 7 quarters since. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 15 shares of Watsco Inc worth $7.63K as of Q2 2025.
  • Watsco Inc was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Watsco Inc made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #447 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Watsco Inc in Q3 2023 and has held it in 7 quarters since.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.