PFS
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Prospera Financial Services’s Watsco Inc WSO Stock Holding History

Prospera Financial Services’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 		$10.8M Buy
29,563
+164
+0.6% +$63.5K 0.17% 129
2025
Q4 		$9.91M Buy
29,399
+1,302
+5% +$465K 0.16% 138
2025
Q3 		$11.4M Buy
28,097
+3,911
+16% +$1.67M 0.19% 111
2025
Q2 		$10.7M Buy
24,186
+23,273
+2,549% +$10.8M 0.2% 114
2025
Q1 		$464K Buy
913
+2
+0.2% +$986 0.01% 806
2024
Q4 		$432K Hold
911
– – 0.01% 793
2024
Q3 		$448K Sell
911
-6
-0.7% -$2.88K 0.01% 762
2024
Q2 		$425K Sell
917
-17
-2% -$7.77K 0.01% 770
2024
Q1 		$404K Buy
+934
New +$375K 0.01% 779
2022
Q3 		– Sell
-201
Closed -$48K – 1595
2022
Q2 		$48K Buy
201
+4
+2% +$1.05K ﹤0.01% 1037
2022
Q1 		$60K Buy
+197
New +$56.2K ﹤0.01% 1291
2020
Q4 		– Sell
-19
Closed -$5K – 1591
2020
Q3 		$5K Buy
+19
New +$4.28K ﹤0.01% 1304

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