Painted Porch Advisors’s Watsco Inc WSO Stock Holding History

Painted Porch 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 Q1	–	Sell	-4	Closed	-$1.9K	–	579
2024 Q4	$1.9K	Buy	+4	New	+$2.03K	﹤0.01%	416

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Painted Porch Advisors's WSO Position: Q1 2025 in Review

Painted Porch Advisors sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 4 shares — an estimated $1.9K sold.

Painted Porch Advisors first reported a position in WSO in Q4 2024 and held it in 1 quarter. The position peaked at $1.9K in Q4 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

Painted Porch Advisors reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
Painted Porch Advisors sold 4 Watsco Inc shares in Q1 2025, an estimated $1.9K.
Painted Porch Advisors first reported a position in Watsco Inc in Q4 2024 and held it in 1 quarter.
Painted Porch Advisors's Watsco Inc position peaked at $1.9K in Q4 2024.
840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Painted Porch Advisors's 13F filing for Q1 2025, filed 14 Jul 2025.