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Robertson Stephens Wealth Management’s Watsco Inc WSO Stock Holding History

Robertson Stephens Wealth 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
Q1 		– Sell
-489
Closed -$232K – 598
2024
Q4 		$232K Sell
489
-862
-64% -$437K 0.01% 522
2024
Q3 		$665K Buy
+1,351
New +$649K 0.02% 351

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management's WSO Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 489 shares — an estimated $232K sold.

Robertson Stephens Wealth Management first reported a position in WSO in Q3 2024 and held it in 2 quarters. The position peaked at $665K in Q3 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 489 Watsco Inc shares in Q1 2025, an estimated $232K.
  • Robertson Stephens Wealth Management first reported a position in Watsco Inc in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Watsco Inc position peaked at $665K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.