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Opal Wealth Advisors’s Watsco Inc WSO Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-54
Closed -$23.8K – 559
2025
Q2 		$23.8K Buy
54
+5
+10% +$2.32K 0.01% 534
2025
Q1 		$24.9K Buy
+49
New +$24.2K 0.01% 487
2024
Q3 		– Sell
-96
Closed -$44.5K – 1177
2024
Q2 		$44.5K Sell
96
-11
-10% -$5.03K 0.01% 370
2024
Q1 		$46.2K Buy
+107
New +$43K 0.02% 209

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.37T AUM 44.26% 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

Opal Wealth Advisors's WSO Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 54 shares — an estimated $23.8K sold.

Opal Wealth Advisors first reported a position in WSO in Q1 2024 and held it in 4 quarters. The position peaked at $46.2K in Q1 2024. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 54 Watsco Inc shares in Q3 2025, an estimated $23.8K.
  • Opal Wealth Advisors first reported a position in Watsco Inc in Q1 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Watsco Inc position peaked at $46.2K in Q1 2024.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.