UCFA
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United Capital Financial Advisors’s Watsco Inc WSO Stock Holding History

United Capital Financial 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 		$4.17M Sell
11,462
-1,887
-14% -$731K 0.03% 395
2025
Q4 		$4.5M Sell
13,349
-2,115
-14% -$755K 0.03% 368
2025
Q3 		$6.25M Buy
15,464
+182
+1% +$77.8K 0.05% 266
2025
Q2 		$6.75M Sell
15,282
-174
-1% -$80.7K 0.05% 247
2025
Q1 		$7.86M Buy
15,456
+7,834
+103% +$3.86M 0.07% 214
2024
Q4 		$3.61M Buy
7,622
+7,176
+1,609% +$3.63M 0.03% 311
2024
Q3 		$219K Buy
446
+4
+0.9% +$1.92K ﹤0.01% 982
2024
Q2 		$205K Buy
+442
New +$202K ﹤0.01% 975
2023
Q3 		– Sell
-543
Closed -$207K – 907
2023
Q2 		$207K Buy
+543
New +$184K ﹤0.01% 847
2021
Q3 		– Sell
-822
Closed -$236K – 1252
2021
Q2 		$236K Buy
+822
New +$235K ﹤0.01% 1101
2016
Q4 		– Sell
-2,634
Closed -$371K – 1335
2016
Q3 		$371K Buy
+2,634
New +$377K ﹤0.01% 1025

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Fidelity Investments
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VPM
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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