OTPPB
WSO icon

Ontario Teachers' Pension Plan Board’s Watsco Inc WSO Stock Holding History

Ontario Teachers' Pension Plan Board’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
-3,948
Closed -$2.01M – 489
2025
Q1 		$2.01M Buy
3,948
+1,241
+46% +$612K 0.03% 148
2024
Q4 		$1.28M Sell
2,707
-370
-12% -$187K 0.02% 197
2024
Q3 		$1.51M Sell
3,077
-2,176
-41% -$1.05M 0.01% 153
2024
Q2 		$2.43M Buy
+5,253
New +$2.4M 0.02% 190
2023
Q3 		– Sell
-3,495
Closed -$1.33M – 576
2023
Q2 		$1.33M Buy
3,495
+10
+0.3% +$3.39K 0.01% 302
2023
Q1 		$1.11M Buy
3,485
+507
+17% +$149K 0.01% 298
2022
Q4 		$743K Buy
+2,978
New +$783K 0.01% 387
2022
Q1 		– Sell
-2,347
Closed -$734K – 559
2021
Q4 		$734K Buy
+2,347
New +$695K 0.01% 301
2021
Q3 		– Sell
-1,570
Closed -$450K – 528
2021
Q2 		$450K Sell
1,570
-5,057
-76% -$1.45M 0.01% 303
2021
Q1 		$1.73M Buy
6,627
+3,506
+112% +$865K 0.02% 68
2020
Q4 		$707K Buy
+3,121
New +$717K 0.01% 265
2020
Q2 		– Sell
-5,461
Closed -$863K – 466
2020
Q1 		$863K Buy
+5,461
New +$922K 0.02% 291
2019
Q2 		– Sell
-9,821
Closed -$1.41M – 671
2019
Q1 		$1.41M Buy
+9,821
New +$1.41M 0.03% 347
2018
Q3 		– Sell
-1,352
Closed -$241K – 630
2018
Q2 		$241K Buy
+1,352
New +$246K ﹤0.01% 541

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's WSO Position: Q2 2025 in Review

Ontario Teachers' Pension Plan Board sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 3,948 shares — an estimated $2.01M sold.

Ontario Teachers' Pension Plan Board first reported a position in WSO in Q2 2018 and held it in 14 quarters. The position peaked at $2.43M in Q2 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Ontario Teachers' Pension Plan Board reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 3,948 Watsco Inc shares in Q2 2025, an estimated $2.01M.
  • Ontario Teachers' Pension Plan Board first reported a position in Watsco Inc in Q2 2018 and held it in 14 quarters.
  • Ontario Teachers' Pension Plan Board's Watsco Inc position peaked at $2.43M in Q2 2024.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q2 2025, filed 8 Aug 2025.