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Tower Bridge Advisors’s Watsco Inc WSO Stock Holding History

Tower Bridge Advisors’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
2026
Q1 		$5.89M Buy
16,196
+384
+2% +$149K 0.57% 54
2025
Q4 		$5.33M Sell
15,812
-58
-0.4% -$20.7K 0.54% 54
2025
Q3 		$6.42M Sell
15,870
-176
-1% -$75.3K 0.64% 47
2025
Q2 		$7.09M Sell
16,046
-682
-4% -$316K 0.76% 42
2025
Q1 		$8.5M Sell
16,728
-367
-2% -$181K 0.95% 35
2024
Q4 		$8.1M Sell
17,095
-217
-1% -$110K 0.86% 37
2024
Q3 		$8.52M Sell
17,312
-86
-0.5% -$41.3K 0.88% 36
2024
Q2 		$8.06M Sell
17,398
-340
-2% -$155K 0.9% 36
2024
Q1 		$7.66M Sell
17,738
-992
-5% -$399K 0.78% 40
2023
Q4 		$8.03M Sell
18,730
-3,165
-14% -$1.23M 0.69% 43
2023
Q3 		$8.27M Sell
21,895
-409
-2% -$148K 0.77% 41
2023
Q2 		$8.51M Sell
22,304
-1,463
-6% -$496K 0.78% 43
2023
Q1 		$7.56M Sell
23,767
-159
-0.7% -$46.7K 0.62% 55
2022
Q4 		$5.97M Buy
23,926
+1,009
+4% +$265K 0.5% 63
2022
Q3 		$5.9M Sell
22,917
-31
-0.1% -$8.4K 0.52% 58
2022
Q2 		$5.48M Buy
+22,948
New +$6.04M 0.45% 68

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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