PTP
WSO icon

Platform Technology Partners’s Watsco Inc WSO Stock Holding History

Platform Technology 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
-685
Closed -$303K – 275
2025
Q2 		$303K Hold
685
– – 0.08% 195
2025
Q1 		$348K Hold
685
– – 0.1% 168
2024
Q4 		$325K Hold
685
– – 0.1% 158
2024
Q3 		$337K Hold
685
– – 0.11% 162
2024
Q2 		$317K Buy
+685
New +$313K 0.11% 162

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 $3.37T AUM 44.26% 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

Platform Technology Partners's WSO Position: Q3 2025 in Review

Platform Technology Partners sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 685 shares — an estimated $303K sold.

Platform Technology Partners first reported a position in WSO in Q2 2024 and held it in 5 quarters. The position peaked at $348K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Platform Technology Partners reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Platform Technology Partners sold 685 Watsco Inc shares in Q3 2025, an estimated $303K.
  • Platform Technology Partners first reported a position in Watsco Inc in Q2 2024 and held it in 5 quarters.
  • Platform Technology Partners's Watsco Inc position peaked at $348K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Platform Technology Partners's 13F filing for Q3 2025, filed 29 Oct 2025.