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Silicon Valley Capital Partners’s Watsco Inc WSO Stock Holding History

Silicon Valley Capital Partners’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
-4
Closed -$1.77K – 352
2025
Q2 		$1.77K Buy
+4
New +$1.86K ﹤0.01% 282

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Silicon Valley Capital Partners's WSO Position: Q3 2025 in Review

Silicon Valley Capital Partners sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 4 shares — an estimated $1.77K sold.

Silicon Valley Capital Partners first reported a position in WSO in Q2 2025 and held it in 1 quarter. The position peaked at $1.77K in Q2 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Silicon Valley Capital Partners reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 4 Watsco Inc shares in Q3 2025, an estimated $1.77K.
  • Silicon Valley Capital Partners first reported a position in Watsco Inc in Q2 2025 and held it in 1 quarter.
  • Silicon Valley Capital Partners's Watsco Inc position peaked at $1.77K in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2025, filed 17 Nov 2025.