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Perfromance Wealth Partners’s Watsco Inc WSO Stock Holding History

Perfromance Wealth 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
Q3 		– Sell
-487
Closed -$215K – 211
2025
Q2 		$215K Sell
487
-1,040
-68% -$482K 0.01% 176
2025
Q1 		$776K Hold
1,527
– – 0.03% 71
2024
Q4 		$724K Buy
1,527
+96
+7% +$48.6K 0.02% 79
2024
Q3 		$704K Buy
1,431
+101
+8% +$48.5K 0.02% 80
2024
Q2 		$616K Hold
1,330
– – 0.02% 76
2024
Q1 		$575K Buy
1,330
+5
+0.4% +$2.01K 0.02% 86
2023
Q4 		$568K Sell
1,325
-135
-9% -$52.3K 0.02% 97
2023
Q3 		$551K Hold
1,460
– – 0.03% 98
2023
Q2 		$552K Sell
1,460
-5
-0.3% -$1.7K 0.03% 105
2023
Q1 		$466K Buy
+1,465
New +$430K 0.02% 116

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

Perfromance Wealth Partners's WSO Position: Q3 2025 in Review

Perfromance Wealth Partners sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 487 shares — an estimated $215K sold.

Perfromance Wealth Partners first reported a position in WSO in Q1 2023 and held it in 10 quarters. The position peaked at $776K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Perfromance Wealth Partners reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 487 Watsco Inc shares in Q3 2025, an estimated $215K.
  • Perfromance Wealth Partners first reported a position in Watsco Inc in Q1 2023 and held it in 10 quarters.
  • Perfromance Wealth Partners's Watsco Inc position peaked at $776K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Perfromance Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.