Plante Moran Financial Advisors’s Watsco Inc WSO Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-17	Closed	-$8.06K	–	997
2024 Q4	$8.06K	Buy	17 +16	+1,600%	+$8.1K	﹤0.01%	611
2024 Q3	$492	Buy	+1	New	+$481	﹤0.01%	823
2022 Q4	–	Sell	-100	Closed	-$26K	–	989
2022 Q3	$26K	Buy	100 +92	+1,150%	+$24.9K	﹤0.01%	412
2022 Q2	$2K	Buy	+8	New	+$2.1K	﹤0.01%	861
2020 Q4	–	Sell	-35	Closed	-$8K	–	1038
2020 Q3	$8K	Buy	+35	New	+$7.88K	﹤0.01%	642
2018 Q4	–	Sell	-12	Closed	-$2K	–	976
2018 Q3	$2K	Buy	+12	New	+$2.12K	﹤0.01%	713
2018 Q2	–	Sell	-4	Closed	-$1K	–	988
2018 Q1	$1K	Buy	+4	New	+$693	﹤0.01%	923
2017 Q1	–	Sell	-23	Closed	-$3K	–	1050
2016 Q4	$3K	Sell	23 -3	-12%	-$435	﹤0.01%	822
2016 Q3	$4K	Buy	26 +3	+13%	+$430	﹤0.01%	757
2016 Q2	$3K	Sell	23 -5	-18%	-$671	﹤0.01%	753
2016 Q1	$4K	Buy	+28	New	+$3.4K	﹤0.01%	633

Other funds holding WSO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return