United Services Automobile Association’s Watsco Inc WSO Stock Holding History

United Services Automobile Association’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	-2,244	Closed	-$1.13M	–	1032
2025 Q1	$1.13M	Buy	+2,244	New	+$1.11M	0.03%	248
2019 Q4	–	Sell	-9,727	Closed	-$1.65M	–	421
2019 Q3	$1.65M	Sell	9,727 -72,221	-88%	-$11.7M	0.02%	251
2019 Q2	$13.4M	Buy	81,948 +1,085	+1%	+$170K	0.03%	465
2019 Q1	$11.6M	Buy	80,863 +75,932	+1,540%	+$10.9M	0.03%	485
2018 Q4	$686K	Hold	4,931	–	–	﹤0.01%	1415
2018 Q3	$878K	Hold	4,931	–	–	﹤0.01%	1414
2018 Q2	$879K	Hold	4,931	–	–	﹤0.01%	1429
2018 Q1	$892K	Buy	+4,931	New	+$855K	﹤0.01%	1443

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

United Services Automobile Association's WSO Position: Q2 2025 in Review

United Services Automobile Association sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 2,244 shares — an estimated $1.13M sold.

United Services Automobile Association first reported a position in WSO in Q1 2018 and held it in 8 quarters. The position peaked at $13.4M in Q2 2019. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

United Services Automobile Association reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 2,244 Watsco Inc shares in Q2 2025, an estimated $1.13M.
United Services Automobile Association first reported a position in Watsco Inc in Q1 2018 and held it in 8 quarters.
United Services Automobile Association's Watsco Inc position peaked at $13.4M in Q2 2019.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.