WJWM
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Williams Jones Wealth Management’s Watsco Inc WSO Stock Holding History

Williams Jones Wealth Management’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 		$16.7M Buy
46,000
+1,089
+2% +$422K 0.21% 74
2025
Q4 		$15.1M Sell
44,911
-87,793
-66% -$31.3M 0.17% 78
2025
Q3 		$53.7M Sell
132,704
-16,679
-11% -$7.13M 0.61% 40
2025
Q2 		$66M Buy
149,383
+2,977
+2% +$1.38M 0.79% 39
2025
Q1 		$74.4M Buy
146,406
+1,971
+1% +$972K 0.95% 36
2024
Q4 		$68.4M Buy
144,435
+16,665
+13% +$8.44M 0.83% 39
2024
Q3 		$62.8M Buy
127,770
+69,535
+119% +$33.4M 0.74% 40
2024
Q2 		$27M Buy
58,235
+53,756
+1,200% +$24.6M 0.33% 56
2024
Q1 		$1.93M Buy
4,479
+2,054
+85% +$825K 0.02% 194
2023
Q4 		$1.04M Buy
2,425
+109
+5% +$42.2K 0.01% 254
2023
Q3 		$875K Buy
2,316
+1,100
+90% +$398K 0.01% 261
2023
Q2 		$464K Buy
1,216
+200
+20% +$67.8K 0.01% 361
2023
Q1 		$323K Buy
+1,016
New +$298K 0.01% 432

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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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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
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