TritonPoint Wealth’s Watsco Inc WSO Stock Holding History

TritonPoint Wealth’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	-461	Closed	-$234K	–	358
2025 Q1	$234K	Sell	461 -1	-0.2%	-$493	0.02%	317
2024 Q4	$219K	Hold	462	–	–	0.02%	318
2024 Q3	$229K	Sell	462 -30	-6%	-$14.4K	0.02%	308
2024 Q2	$228K	Sell	492 -121	-20%	-$55.3K	0.02%	297
2024 Q1	$276K	Sell	613 -31	-5%	-$12.5K	0.03%	272
2023 Q4	$276K	Buy	+644	New	+$250K	0.03%	279

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TritonPoint Wealth's WSO Position: Q2 2025 in Review

TritonPoint Wealth sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 461 shares — an estimated $234K sold.

TritonPoint Wealth first reported a position in WSO in Q4 2023 and held it in 6 quarters. The position peaked at $276K in Q1 2024. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

TritonPoint Wealth reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
TritonPoint Wealth sold 461 Watsco Inc shares in Q2 2025, an estimated $234K.
TritonPoint Wealth first reported a position in Watsco Inc in Q4 2023 and held it in 6 quarters.
TritonPoint Wealth's Watsco Inc position peaked at $276K in Q1 2024.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on TritonPoint Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.