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Stonebridge Financial Group (Pennsylvania)’s Watsco Inc WSO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-1
Closed -$508 – 954
2025
Q1 		$508 Buy
+1
New +$493 ﹤0.01% 857

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Vanguard Group
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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

Stonebridge Financial Group (Pennsylvania)'s WSO Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 1 share — an estimated $508 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in WSO in Q1 2025 and held it in 1 quarter. The position peaked at $508 in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 Watsco Inc share in Q2 2025, an estimated $508.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Watsco Inc in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Watsco Inc position peaked at $508 in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.