River Wealth Advisors’s Watsco Inc WSO Stock Holding History

River Wealth 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 Q4	–	Sell	-500	Closed	-$202K	–	216
2025 Q3	$202K	Hold	500	–	–	0.02%	202
2025 Q2	$221K	Hold	500	–	–	0.03%	194
2025 Q1	$254K	Sell	500 -2	-0.4%	-$986	0.04%	184
2024 Q4	$238K	Buy	502 +2	+0.4%	+$1.01K	0.03%	198
2024 Q3	$246K	Buy	500 +8	+2%	+$3.85K	0.03%	194
2024 Q2	$228K	Sell	492 -55	-10%	-$25.1K	0.03%	184
2024 Q1	$236K	Sell	547 -24	-4%	-$9.64K	0.03%	187
2023 Q4	$245K	Sell	571 -23	-4%	-$8.91K	0.04%	185
2023 Q3	$224K	Sell	594 -6	-1%	-$2.17K	0.04%	194
2023 Q2	$229K	Sell	600 -47	-7%	-$15.9K	0.04%	197
2023 Q1	$206K	Buy	+647	New	+$190K	0.04%	202
2022 Q1	–	Sell	-653	Closed	-$204K	–	227
2021 Q4	$204K	Buy	+653	New	+$193K	0.03%	218
2019 Q1	–	Sell	-31	Closed	-$4K	–	514
2018 Q4	$4K	Sell	31 -30	-49%	-$4.57K	﹤0.01%	487
2018 Q3	$11K	Buy	61 +26	+74%	+$4.59K	﹤0.01%	442
2018 Q2	$6K	Buy	+35	New	+$6.37K	﹤0.01%	496

Other funds holding WSO

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return