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Scotia Capital’s Watsco Inc WSO Stock Holding History

Scotia Capital’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
-420
Closed -$213K – 918
2025
Q1 		$213K Buy
+420
New +$207K ﹤0.01% 772
2024
Q4 		– Sell
-445
Closed -$219K – 926
2024
Q3 		$219K Buy
+445
New +$214K ﹤0.01% 759

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scotia Capital's WSO Position: Q2 2025 in Review

Scotia Capital sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 420 shares — an estimated $213K sold.

Scotia Capital first reported a position in WSO in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q3 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Scotia Capital reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Scotia Capital sold 420 Watsco Inc shares in Q2 2025, an estimated $213K.
  • Scotia Capital first reported a position in Watsco Inc in Q3 2024 and held it in 2 quarters.
  • Scotia Capital's Watsco Inc position peaked at $219K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Scotia Capital's 13F filing for Q2 2025, filed 13 Aug 2025.