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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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return