WhitTier Trust Company’s Watsco Inc WSO Stock Holding History

WhitTier Trust Company’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	$76.8K	Buy	203 +9	+5%	+$3.49K	﹤0.01%	648
2025 Q4	$69.3K	Hold	194	–	–	﹤0.01%	653
2025 Q3	$80.5K	Hold	194	–	–	﹤0.01%	600
2025 Q2	$85.7K	Hold	194	–	–	﹤0.01%	657
2025 Q1	$98.6K	Sell	194 -1	-0.5%	-$493	﹤0.01%	624
2024 Q4	$92.4K	Sell	195 -1	-0.5%	-$506	﹤0.01%	622
2024 Q3	$96.4K	Sell	196 -2	-1%	-$961	﹤0.01%	604
2024 Q2	$91.7K	Buy	198 +111	+128%	+$50.7K	﹤0.01%	577
2024 Q1	$37.6K	Buy	+87	New	+$35K	﹤0.01%	735
2023 Q4	–	Sell	-79	Closed	-$29.8K	–	1229
2023 Q3	$29.8K	Sell	79 -7	-8%	-$2.53K	﹤0.01%	738
2023 Q2	$32.8K	Hold	86	–	–	﹤0.01%	761
2023 Q1	$27.4K	Sell	86 -16	-16%	-$4.7K	﹤0.01%	786
2022 Q4	$25.4K	Buy	102 +16	+19%	+$4.21K	﹤0.01%	801
2022 Q3	$22K	Buy	86 +5	+6%	+$1.35K	﹤0.01%	803
2022 Q2	$19K	Buy	81 +53	+189%	+$13.9K	﹤0.01%	828
2022 Q1	$9K	Buy	+28	New	+$7.99K	﹤0.01%	950

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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