RIM
WSO icon

Redwood Investment Management’s Watsco Inc WSO Stock Holding History

Redwood Investment Management’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
-3,094
Closed -$1.37M – 334
2025
Q2 		$1.37M Buy
+3,094
New +$1.44M 0.14% 189
2024
Q4 		– Sell
-3,104
Closed -$1.54M – 388
2024
Q3 		$1.54M Buy
3,104
+120
+4% +$57.7K 0.14% 199
2024
Q2 		$1.39M Buy
+2,984
New +$1.36M 0.12% 196

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Redwood Investment Management's WSO Position: Q3 2025 in Review

Redwood Investment Management sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 3,094 shares — an estimated $1.37M sold.

Redwood Investment Management first reported a position in WSO in Q2 2024 and held it in 3 quarters. The position peaked at $1.54M in Q3 2024. 777 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Redwood Investment Management reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Redwood Investment Management sold 3,094 Watsco Inc shares in Q3 2025, an estimated $1.37M.
  • Redwood Investment Management first reported a position in Watsco Inc in Q2 2024 and held it in 3 quarters.
  • Redwood Investment Management's Watsco Inc position peaked at $1.54M in Q3 2024.
  • 777 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Redwood Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.