Perkins Coie Trust Company’s Watsco Inc WSO Stock Holding History

Perkins Coie Trust Company’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	–	Sell	-1	Closed	-$508	–	476
2025 Q1	$508	Buy	+1	New	+$493	﹤0.01%	336
2023 Q4	–	Sell	-23	Closed	-$8.69K	–	589
2023 Q3	$8.69K	Buy	+23	New	+$8.32K	﹤0.01%	234
2020 Q1	–	Sell	-340	Closed	-$61K	–	449
2019 Q4	$61K	Hold	340	–	–	0.03%	158
2019 Q3	$58K	Hold	340	–	–	0.03%	159
2019 Q2	$56K	Hold	340	–	–	0.03%	156
2019 Q1	$49K	Hold	340	–	–	0.02%	162
2018 Q4	$47K	Hold	340	–	–	0.02%	164
2018 Q3	$61K	Hold	340	–	–	0.03%	157
2018 Q2	$61K	Hold	340	–	–	0.03%	150
2018 Q1	$62K	Hold	340	–	–	0.03%	152
2017 Q4	$58K	Hold	340	–	–	0.03%	153
2017 Q3	$55K	Hold	340	–	–	0.03%	160
2017 Q2	$52K	Hold	340	–	–	0.03%	162
2017 Q1	$49K	Hold	340	–	–	0.03%	157
2016 Q4	$50K	Hold	340	–	–	0.03%	153
2016 Q3	$48K	Hold	340	–	–	0.03%	143
2016 Q2	$48K	Hold	340	–	–	0.03%	142
2016 Q1	$46K	Hold	340	–	–	0.03%	141
2015 Q4	$40K	Hold	340	–	–	0.03%	140
2015 Q3	$40K	Sell	340 -200	-37%	-$24.9K	0.03%	135
2015 Q2	$67K	Hold	540	–	–	0.05%	113
2015 Q1	$68K	Hold	540	–	–	0.05%	110
2014 Q4	$58K	Sell	540 -460	-46%	-$45.7K	0.05%	111
2014 Q3	$86K	Hold	1,000	–	–	0.07%	87
2014 Q2	$103K	Hold	1,000	–	–	0.1%	74
2014 Q1	$100K	Hold	1,000	–	–	0.1%	75
2013 Q4	$96K	Buy	+1,000	New	+$94.9K	0.09%	75

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Perkins Coie Trust Company's WSO Position: Q2 2025 in Review

Perkins Coie Trust Company sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 1 share — an estimated $508 sold.

Perkins Coie Trust Company first reported a position in WSO in Q4 2013 and held it in 27 quarters. The position peaked at $103K in Q2 2014. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Perkins Coie Trust Company reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
Perkins Coie Trust Company sold 1 Watsco Inc share in Q2 2025, an estimated $508.
Perkins Coie Trust Company first reported a position in Watsco Inc in Q4 2013 and held it in 27 quarters.
Perkins Coie Trust Company's Watsco Inc position peaked at $103K in Q2 2014.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Perkins Coie Trust Company's 13F filing for Q2 2025, filed 10 Jul 2025.