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Versor Investments’s Watsco Inc WSO Stock Holding History

Versor Investments’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
-799
Closed -$353K – 941
2025
Q2 		$353K Sell
799
-2,602
-77% -$1.21M 0.06% 494
2025
Q1 		$1.73M Buy
3,401
+1,201
+55% +$592K 0.28% 76
2024
Q4 		$1.04M Buy
2,200
+200
+10% +$101K 0.18% 144
2024
Q3 		$984K Buy
+2,000
New +$961K 0.16% 196
2023
Q2 		– Sell
-987
Closed -$314K – 861
2023
Q1 		$314K Sell
987
-2,535
-72% -$745K 0.04% 478
2022
Q4 		$878K Buy
+3,522
New +$926K 0.08% 185
2022
Q2 		– Sell
-895
Closed -$273K – 942
2022
Q1 		$273K Buy
+895
New +$255K 0.01% 512

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Versor Investments's WSO Position: Q3 2025 in Review

Versor Investments sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 799 shares — an estimated $353K sold.

Versor Investments first reported a position in WSO in Q1 2022 and held it in 7 quarters. The position peaked at $1.73M in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Versor Investments reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Versor Investments sold 799 Watsco Inc shares in Q3 2025, an estimated $353K.
  • Versor Investments first reported a position in Watsco Inc in Q1 2022 and held it in 7 quarters.
  • Versor Investments's Watsco Inc position peaked at $1.73M in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.