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Spectrum Wealth Counsel’s Watsco Inc WSO Stock Holding History

Spectrum Wealth Counsel’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 		$5.9M Buy
11,614
+31
+0.3% +$15.3K 0.71% 45
2024
Q4 		$5.49M Sell
11,583
-83
-0.7% -$42K 0.65% 44
2024
Q3 		$5.74M Sell
11,666
-49
-0.4% -$23.6K 0.68% 44
2024
Q2 		$5.43M Sell
11,715
-905
-7% -$414K 0.69% 43
2024
Q1 		$5.45M Sell
12,620
-95
-0.7% -$38.2K 0.67% 44
2023
Q4 		$5.45M Buy
+12,715
New +$4.93M 0.75% 41

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

Spectrum Wealth Counsel's WSO Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Watsco Inc (WSO) stake by 0.27% in Q1 2025, buying an estimated $15.3K and bringing the position to 11,614 shares worth $5.9M. The position accounts for 0.71% of the portfolio, ranked #45.

Spectrum Wealth Counsel first reported a position in WSO in Q4 2023 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Spectrum Wealth Counsel held 11,614 shares of Watsco Inc worth $5.9M as of Q1 2025.
  • Spectrum Wealth Counsel bought 31 Watsco Inc shares in Q1 2025, an estimated $15.3K.
  • Watsco Inc made up 0.71% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #45 holding.
  • Spectrum Wealth Counsel first reported a position in Watsco Inc in Q4 2023 and has held it in 6 quarters since.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.