ORG Partners’s Watsco Inc WSO Stock Holding History

ORG Partners’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	-22	Closed	-$11.3K	–	1631
2025 Q1	$11.3K	Buy	+22	New	+$10.8K	﹤0.01%	779
2024 Q2	–	Sell	-71	Closed	-$30.8K	–	1845
2024 Q1	$30.8K	Buy	+71	New	+$28.5K	0.06%	183
2023 Q4	–	Sell	-26	Closed	-$9.82K	–	1369
2023 Q3	$9.82K	Hold	26	–	–	﹤0.01%	827
2023 Q2	$9.86K	Buy	+26	New	+$8.82K	﹤0.01%	981

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ORG Partners's WSO Position: Q2 2025 in Review

ORG Partners sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 22 shares — an estimated $11.3K sold.

ORG Partners first reported a position in WSO in Q2 2023 and held it in 4 quarters. The position peaked at $30.8K in Q1 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

ORG Partners reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 22 Watsco Inc shares in Q2 2025, an estimated $11.3K.
ORG Partners first reported a position in Watsco Inc in Q2 2023 and held it in 4 quarters.
ORG Partners's Watsco Inc position peaked at $30.8K in Q1 2024.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.