Sierra Ocean’s Watsco Inc WSO Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-9	Closed	-$3.98K	–	977
2025 Q2	$3.98K	Hold	9	–	–	﹤0.01%	624
2025 Q1	$4.58K	Buy	+9	New	+$4.44K	﹤0.01%	609

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sierra Ocean's WSO Position: Q3 2025 in Review

Sierra Ocean sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 9 shares — an estimated $3.98K sold.

Sierra Ocean first reported a position in WSO in Q1 2025 and held it in 2 quarters. The position peaked at $4.58K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

Sierra Ocean reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 9 Watsco Inc shares in Q3 2025, an estimated $3.98K.
Sierra Ocean first reported a position in Watsco Inc in Q1 2025 and held it in 2 quarters.
Sierra Ocean's Watsco Inc position peaked at $4.58K in Q1 2025.
779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.