Sava Infond’s Watsco Inc WSO Stock Holding History

Sava Infond’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 Q2	–	Sell	-515	Closed	-$262K	–	225
2025 Q1	$262K	Hold	515	–	–	0.05%	150
2024 Q4	$244K	Buy	+515	New	+$261K	0.04%	162

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sava Infond's WSO Position: Q2 2025 in Review

Sava Infond sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 515 shares — an estimated $262K sold.

Sava Infond first reported a position in WSO in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Sava Infond reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
Sava Infond sold 515 Watsco Inc shares in Q2 2025, an estimated $262K.
Sava Infond first reported a position in Watsco Inc in Q4 2024 and held it in 2 quarters.
Sava Infond's Watsco Inc position peaked at $262K in Q1 2025.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Sava Infond's 13F filing for Q2 2025, filed 22 Jul 2025.