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Park Square Financial Group’s Watsco Inc WSO Stock Holding History

Park Square Financial Group’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
-10
Closed -$4.42K – 967
2025
Q2 		$4.42K Hold
10
– – ﹤0.01% 755
2025
Q1 		$5.08K Hold
10
– – ﹤0.01% 740
2024
Q4 		$4.74K Buy
+10
New +$5.06K ﹤0.01% 715

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 $3.38T 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

Park Square Financial Group's WSO Position: Q3 2025 in Review

Park Square Financial Group sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 10 shares — an estimated $4.42K sold.

Park Square Financial Group first reported a position in WSO in Q4 2024 and held it in 3 quarters. The position peaked at $5.08K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Park Square Financial Group reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 10 Watsco Inc shares in Q3 2025, an estimated $4.42K.
  • Park Square Financial Group first reported a position in Watsco Inc in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Watsco Inc position peaked at $5.08K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.