Prime Capital Investment Advisors’s Watsco Inc WSO Stock Holding History

Prime Capital Investment 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 Q4	–	Sell	-3,675	Closed	-$1.49M	–	1113
2025 Q3	$1.49M	Buy	3,675 +295	+9%	+$126K	0.02%	396
2025 Q2	$1.49M	Sell	3,380 -370	-10%	-$172K	0.02%	384
2025 Q1	$1.91M	Buy	3,750 +241	+7%	+$119K	0.02%	375
2024 Q4	$1.66M	Sell	3,509 -119	-3%	-$60.3K	0.02%	332
2024 Q3	$1.78M	Buy	3,628 +140	+4%	+$67.3K	0.03%	329
2024 Q2	$1.62M	Buy	3,488 +797	+30%	+$364K	0.02%	341
2024 Q1	$1.16M	Buy	+2,691	New	+$1.08M	0.02%	443
2021 Q2	–	Sell	-41	Closed	-$11K	–	550
2021 Q1	$11K	Buy	+41	New	+$10.1K	﹤0.01%	414

Other funds holding WSO

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return