Wingate Wealth Advisors’s Watsco Inc WSO Stock Holding History

Wingate Wealth Advisors’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 Q1	–	Sell	-76	Closed	-$36K	–	463
2024 Q4	$36K	Buy	+76	New	+$38.5K	0.04%	248

Other funds holding WSO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wingate Wealth Advisors's WSO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 76 shares — an estimated $36K sold.

Wingate Wealth Advisors first reported a position in WSO in Q4 2024 and held it in 1 quarter. The position peaked at $36K in Q4 2024. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

Wingate Wealth Advisors reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 76 Watsco Inc shares in Q1 2025, an estimated $36K.
Wingate Wealth Advisors first reported a position in Watsco Inc in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Watsco Inc position peaked at $36K in Q4 2024.
840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.