PWM
WSO icon

Parkworth Wealth Management’s Watsco Inc WSO Stock Holding History

Parkworth Wealth Management’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 		$442 Hold
1
– – ﹤0.01% 682
2025
Q1 		$508 Hold
1
– – ﹤0.01% 416
2024
Q4 		$474 Buy
+1
New +$506 ﹤0.01% 447

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's WSO Position: Q2 2025 in Review

Parkworth Wealth Management held its Watsco Inc (WSO) position steady in Q2 2025 at 1 share worth $442. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Parkworth Wealth Management first reported a position in WSO in Q4 2024 and has held it in 3 quarters since. The position peaked at $508 in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Watsco Inc worth $442 as of Q2 2025.
  • Parkworth Wealth Management left its Watsco Inc share count unchanged in Q2 2025.
  • Watsco Inc made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #682 holding.
  • Parkworth Wealth Management first reported a position in Watsco Inc in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Watsco Inc position peaked at $508 in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.