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Thoroughbred Financial Services’s Watsco Inc WSO Stock Holding History

Thoroughbred Financial Services’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
-1,187
Closed -$603K – 713
2025
Q1 		$603K Sell
1,187
-13
-1% -$6.41K 0.04% 380
2024
Q4 		$569K Sell
1,200
-146
-11% -$73.9K 0.03% 376
2024
Q3 		$662K Sell
1,346
-73
-5% -$35.1K 0.04% 352
2024
Q2 		$657K Buy
+1,419
New +$649K 0.04% 334
2024
Q1 		– Sell
-1,584
Closed -$679K – 617
2023
Q4 		$679K Sell
1,584
-331
-17% -$128K 0.05% 312
2023
Q3 		$723K Buy
+1,915
New +$692K 0.07% 273

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
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

Thoroughbred Financial Services's WSO Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 1,187 shares — an estimated $603K sold.

Thoroughbred Financial Services first reported a position in WSO in Q3 2023 and held it in 6 quarters. The position peaked at $723K in Q3 2023. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,187 Watsco Inc shares in Q2 2025, an estimated $603K.
  • Thoroughbred Financial Services first reported a position in Watsco Inc in Q3 2023 and held it in 6 quarters.
  • Thoroughbred Financial Services's Watsco Inc position peaked at $723K in Q3 2023.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.