PAS
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Park Avenue Securities’s Watsco Inc WSO Stock Holding History

Park Avenue Securities’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
2026
Q1 		$623K Buy
+1,714
New +$664K ﹤0.01% 1018
2025
Q4 		– Sell
-1,098
Closed -$444K – 1707
2025
Q3 		$444K Sell
1,098
-198
-15% -$84.7K ﹤0.01% 1242
2025
Q2 		$573K Buy
+1,296
New +$601K 0.01% 1004
2025
Q1 		– Sell
-1,594
Closed -$755K – 1541
2024
Q4 		$755K Sell
1,594
-23
-1% -$11.6K 0.01% 891
2024
Q3 		$795K Sell
1,617
-93
-5% -$44.7K 0.01% 779
2024
Q2 		$792K Sell
1,710
-74
-4% -$33.8K 0.01% 774
2024
Q1 		$771K Buy
1,784
+36
+2% +$14.5K 0.01% 783
2023
Q4 		$749K Buy
1,748
+803
+85% +$311K 0.01% 738
2023
Q3 		$357K Buy
+945
New +$342K 0.01% 975

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VCM
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Kayne Anderson Rudnick Investment Management
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return