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PSI Advisors’s Watsco Inc WSO Stock Holding History

PSI 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
Q2 		– Sell
-50
Closed -$25.4K – 703
2025
Q1 		$25.4K Hold
50
– – 0.01% 342
2024
Q4 		$23.7K Hold
50
– – 0.01% 396
2024
Q3 		$24.6K Hold
50
– – 0.01% 390
2024
Q2 		$23.2K Hold
50
– – 0.01% 377
2024
Q1 		$21.6K Hold
50
– – 0.01% 388
2023
Q4 		$21.4K Hold
50
– – 0.01% 398
2023
Q3 		$18.9K Hold
50
– – 0.01% 396
2023
Q2 		$19.1K Hold
50
– – 0.01% 399
2023
Q1 		$15.9K Hold
50
– – 0.01% 370
2022
Q4 		$12.5K Hold
50
– – 0.01% 394
2022
Q3 		$13K Hold
50
– – 0.01% 388
2022
Q2 		$12K Hold
50
– – 0.01% 433
2022
Q1 		$15K Hold
50
– – 0.01% 413
2021
Q4 		$16K Hold
50
– – 0.01% 440
2021
Q3 		$13K Buy
+50
New +$14K 0.01% 460
2020
Q1 		– Sell
-50
Closed -$9K – 610
2019
Q4 		$9K Buy
+50
New +$8.79K 0.01% 484

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Charles Schwab San Francisco, California $654B AUM 26.35% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PSI Advisors's WSO Position: Q2 2025 in Review

PSI Advisors sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 50 shares — an estimated $25.4K sold.

PSI Advisors first reported a position in WSO in Q4 2019 and held it in 16 quarters. The position peaked at $25.4K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • PSI Advisors reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 50 Watsco Inc shares in Q2 2025, an estimated $25.4K.
  • PSI Advisors first reported a position in Watsco Inc in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Watsco Inc position peaked at $25.4K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.