SageView Advisory Group’s Watsco Inc WSO Stock Holding History

SageView Advisory Group’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	$26.3K	Buy	+78	New	+$27.9K	﹤0.01%	1345
2025 Q2	–	Sell	-423	Closed	-$215K	–	644
2025 Q1	$215K	Sell	423 -42	-9%	-$20.7K	0.01%	557
2024 Q4	$220K	Buy	465 +31	+7%	+$15.7K	0.01%	548
2024 Q3	$213K	Sell	434 -7	-2%	-$3.37K	0.01%	482
2024 Q2	$205K	Buy	+441	New	+$202K	0.01%	538
2024 Q1	–	Sell	-810	Closed	-$321K	–	879
2023 Q4	$321K	Buy	+810	New	+$314K	0.01%	487

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