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Formuepleje A/S’s Watsco Inc WSO Stock Holding History

Formuepleje A/S’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 		– Sell
-65,618
Closed -$31.1M – 63
2024
Q4 		$31.1M Sell
65,618
-7,078
-10% -$3.58M 1.68% 25
2024
Q3 		$35.8M Buy
72,696
+10,662
+17% +$5.12M 1.83% 18
2024
Q2 		$28.7M Buy
62,034
+25,390
+69% +$11.6M 1.59% 28
2024
Q1 		$15.8M Buy
36,644
+20,460
+126% +$8.22M 0.89% 35
2023
Q4 		$6.93M Buy
+16,184
New +$6.27M 0.49% 63

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Formuepleje A/S's WSO Position: Q1 2025 in Review

Formuepleje A/S sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 65,618 shares — an estimated $31.1M sold.

Formuepleje A/S first reported a position in WSO in Q4 2023 and held it in 5 quarters. The position peaked at $35.8M in Q3 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • Formuepleje A/S reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • Formuepleje A/S sold 65,618 Watsco Inc shares in Q1 2025, an estimated $31.1M.
  • Formuepleje A/S first reported a position in Watsco Inc in Q4 2023 and held it in 5 quarters.
  • Formuepleje A/S's Watsco Inc position peaked at $35.8M in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Formuepleje A/S's 13F filing for Q1 2025, filed 27 Aug 2026.