Transce3nd’s Watsco Inc WSO Stock Holding History

Transce3nd’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 Q3	–	Sell	-6	Closed	-$2.65K	–	1160
2025 Q2	$2.65K	Sell	6 -32	-84%	-$14.8K	﹤0.01%	847
2025 Q1	$19.3K	Hold	38	–	–	0.01%	438
2024 Q4	$18K	Buy	+38	New	+$19.2K	0.01%	590

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Transce3nd's WSO Position: Q3 2025 in Review

Transce3nd sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 6 shares — an estimated $2.65K sold.

Transce3nd first reported a position in WSO in Q4 2024 and held it in 3 quarters. The position peaked at $19.3K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

Transce3nd reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 6 Watsco Inc shares in Q3 2025, an estimated $2.65K.
Transce3nd first reported a position in Watsco Inc in Q4 2024 and held it in 3 quarters.
Transce3nd's Watsco Inc position peaked at $19.3K in Q1 2025.
779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.