Trust Company of Vermont’s Watsco Inc WSO Stock Holding History

Trust Company of Vermont’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 Q4	$80.9K	Hold	240	–	–	﹤0.01%	486
2025 Q3	$97K	Buy	240 +2	+0.8%	+$855	﹤0.01%	456
2025 Q2	$105K	Buy	238 +22	+10%	+$10.2K	﹤0.01%	424
2025 Q1	$110K	Sell	216 -6	-3%	-$2.96K	0.01%	406
2024 Q4	$105K	Hold	222	–	–	0.01%	413
2024 Q3	$109K	Hold	222	–	–	0.01%	397
2024 Q2	$103K	Hold	222	–	–	0.01%	389
2024 Q1	$95.9K	Hold	222	–	–	0.01%	391
2023 Q4	$95.1K	Hold	222	–	–	0.01%	358
2023 Q3	$83.9K	Hold	222	–	–	0.01%	387
2023 Q2	$84.7K	Sell	222 -76	-26%	-$25.8K	0.01%	411
2023 Q1	$94.8K	Buy	+298	New	+$87.5K	0.01%	403
2022 Q4	–	Sell	-14	Closed	-$4K	–	997
2022 Q3	$4K	Buy	+14	New	+$3.79K	﹤0.01%	867
2021 Q1	–	Sell	-5	Closed	-$1K	–	794
2020 Q4	$1K	Buy	+5	New	+$1.15K	﹤0.01%	747
2019 Q4	–	Sell	-15	Closed	-$3K	–	968
2019 Q3	$3K	Buy	+15	New	+$2.43K	﹤0.01%	910

Other funds holding WSO

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company

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