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Schechter Investment Advisors’s Watsco Inc WSO Stock Holding History

Schechter Investment 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
Q1 		$1.47M Sell
2,899
-694
-19% -$342K 0.12% 168
2024
Q4 		$1.7M Sell
3,593
-73
-2% -$37K 0.13% 149
2024
Q3 		$1.8M Sell
3,666
-716
-16% -$344K 0.13% 150
2024
Q2 		$2.03M Sell
4,382
-664
-13% -$304K 0.15% 118
2024
Q1 		$2.18M Buy
5,046
+462
+10% +$186K 0.16% 111
2023
Q4 		$1.96M Sell
4,584
-1,137
-20% -$441K 0.17% 120
2023
Q3 		$2.16M Sell
5,721
-13
-0.2% -$4.7K 0.21% 90
2023
Q2 		$2.19M Buy
5,734
+269
+5% +$91.2K 0.2% 100
2023
Q1 		$1.74M Buy
5,465
+190
+4% +$55.8K 0.16% 133
2022
Q4 		$1.32M Sell
5,275
-454
-8% -$119K 0.12% 212
2022
Q3 		$1.48M Buy
5,729
+844
+17% +$229K 0.15% 168
2022
Q2 		$1.17M Sell
4,885
-10
-0.2% -$2.63K 0.11% 234
2022
Q1 		$1.49M Sell
4,895
-6
-0.1% -$1.71K 0.14% 174
2021
Q4 		$1.53M Buy
+4,901
New +$1.45M 0.14% 179

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

Schechter Investment Advisors's WSO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Watsco Inc (WSO) stake by 19% in Q1 2025, selling an estimated $342K and leaving 2,899 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #168.

Schechter Investment Advisors first reported a position in WSO in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.19M in Q2 2023. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Schechter Investment Advisors held 2,899 shares of Watsco Inc worth $1.47M as of Q1 2025.
  • Schechter Investment Advisors sold 694 Watsco Inc shares in Q1 2025, an estimated $342K.
  • Watsco Inc made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #168 holding.
  • Schechter Investment Advisors first reported a position in Watsco Inc in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Watsco Inc position peaked at $2.19M in Q2 2023.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.