Wealthfront Advisers
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Wealthfront Advisers’s Watsco Inc WSO Stock Holding History

Wealthfront Advisers’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
-445
Closed -$226K – 986
2025
Q1 		$226K Sell
445
-10
-2% -$4.93K ﹤0.01% 890
2024
Q4 		$216K Buy
455
+17
+4% +$8.61K ﹤0.01% 882
2024
Q3 		$215K Sell
438
-5
-1% -$2.4K ﹤0.01% 869
2024
Q2 		$205K Sell
443
-26
-6% -$11.9K ﹤0.01% 850
2024
Q1 		$203K Sell
469
-11
-2% -$4.42K ﹤0.01% 846
2023
Q4 		$206K Buy
+480
New +$186K ﹤0.01% 837
2022
Q1 		– Sell
-989
Closed -$310K – 824
2021
Q4 		$310K Buy
989
+81
+9% +$24K ﹤0.01% 672
2021
Q3 		$240K Buy
908
+167
+23% +$46.8K ﹤0.01% 659
2021
Q2 		$212K Buy
+741
New +$212K ﹤0.01% 611

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
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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthfront Advisers's WSO Position: Q2 2025 in Review

Wealthfront Advisers sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 445 shares — an estimated $226K sold.

Wealthfront Advisers first reported a position in WSO in Q2 2021 and held it in 9 quarters. The position peaked at $310K in Q4 2021. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • Wealthfront Advisers reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
  • Wealthfront Advisers sold 445 Watsco Inc shares in Q2 2025, an estimated $226K.
  • Wealthfront Advisers first reported a position in Watsco Inc in Q2 2021 and held it in 9 quarters.
  • Wealthfront Advisers's Watsco Inc position peaked at $310K in Q4 2021.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Wealthfront Advisers's 13F filing for Q2 2025, filed 31 Jul 2025.