PWMG
WSO icon

Private Wealth Management Group’s Watsco Inc WSO Stock Holding History

Private Wealth Management Group’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
2026
Q1 		$2.18K Hold
6
– – ﹤0.01% 1060
2025
Q4 		$2.02K Sell
6
-6
-50% -$2.14K ﹤0.01% 1076
2025
Q3 		$4.85K Sell
12
-4
-25% -$1.71K ﹤0.01% 805
2025
Q2 		$7.07K Sell
16
-8
-33% -$3.71K ﹤0.01% 616
2025
Q1 		$12.2K Hold
24
– – ﹤0.01% 409
2024
Q4 		$11.4K Hold
24
– – ﹤0.01% 429
2024
Q3 		$11.8K Hold
24
– – ﹤0.01% 411
2024
Q2 		$11.1K Buy
24
+14
+140% +$6.4K ﹤0.01% 413
2024
Q1 		$4.32K Hold
10
– – ﹤0.01% 671
2023
Q4 		$4.29K Buy
+10
New +$3.87K ﹤0.01% 687

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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
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