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Wilmington Savings Fund Society’s Watsco Inc WSO Stock Holding History

Wilmington Savings Fund Society’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
-34
Closed -$15K – 2076
2025
Q2 		$15K Hold
34
– – ﹤0.01% 1543
2025
Q1 		$17.3K Sell
34
-5
-13% -$2.46K ﹤0.01% 1499
2024
Q4 		$18.5K Hold
39
– – ﹤0.01% 1517
2024
Q3 		$19.2K Buy
+39
New +$18.7K ﹤0.01% 1474

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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

Wilmington Savings Fund Society's WSO Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 34 shares — an estimated $15K sold.

Wilmington Savings Fund Society first reported a position in WSO in Q3 2024 and held it in 4 quarters. The position peaked at $19.2K in Q3 2024. 777 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 34 Watsco Inc shares in Q3 2025, an estimated $15K.
  • Wilmington Savings Fund Society first reported a position in Watsco Inc in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Watsco Inc position peaked at $19.2K in Q3 2024.
  • 777 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.