R Squared’s Watsco Inc WSO Stock Holding History

R Squared’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	-1,750	Closed	-$773K	–	725
2025 Q2	$773K	Buy	+1,750	New	+$812K	0.43%	47
2025 Q1	–	Sell	-190	Closed	-$90K	–	1527
2024 Q4	$90K	Buy	+190	New	+$96.2K	0.09%	293

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

R Squared's WSO Position: Q3 2025 in Review

R Squared sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 1,750 shares — an estimated $773K sold.

R Squared first reported a position in WSO in Q4 2024 and held it in 2 quarters. The position peaked at $773K in Q2 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

R Squared reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
R Squared sold 1,750 Watsco Inc shares in Q3 2025, an estimated $773K.
R Squared first reported a position in Watsco Inc in Q4 2024 and held it in 2 quarters.
R Squared's Watsco Inc position peaked at $773K in Q2 2025.
779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.