Wolverine Trading’s Watsco Inc WSO Stock Holding History

Wolverine Trading’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	-521	Closed	-$223K	–	6276
2025 Q2	$227K	Buy	+521	New	+$242K	﹤0.01%	3774
2024 Q2	–	Sell	-524	Closed	-$240K	–	5313
2024 Q1	$226K	Sell	524 -12,568	-96%	-$5.05M	﹤0.01%	3655
2023 Q4	$5.61M	Buy	+13,092	New	+$5.07M	0.01%	1028
2022 Q2	–	Sell	-1,788	Closed	-$471K	–	5873
2022 Q1	$551K	Buy	+1,788	New	+$510K	﹤0.01%	3112
2020 Q4	–	Sell	-6,315	Closed	-$1.45M	–	5579
2020 Q3	$1.47M	Buy	6,315 +3,137	+99%	+$707K	﹤0.01%	1721
2020 Q2	$554K	Buy	+3,178	New	+$526K	﹤0.01%	2623
2019 Q2	–	Sell	-2,399	Closed	-$377K	–	5227
2019 Q1	$344K	Buy	+2,399	New	+$344K	﹤0.01%	3203
2017 Q2	–	Sell	-1,975	Closed	-$282K	–	5085
2017 Q1	$283K	Sell	1,975 -885	-31%	-$133K	﹤0.01%	3093
2016 Q4	$424K	Buy	+2,860	New	+$414K	﹤0.01%	2830

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wolverine Trading's WSO Position: Q3 2025 in Review

Wolverine Trading sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 521 shares — an estimated $223K sold.

Wolverine Trading first reported a position in WSO in Q4 2016 and held it in 9 quarters. The position peaked at $5.61M in Q4 2023. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

Wolverine Trading reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
Wolverine Trading sold 521 Watsco Inc shares in Q3 2025, an estimated $223K.
Wolverine Trading first reported a position in Watsco Inc in Q4 2016 and held it in 9 quarters.
Wolverine Trading's Watsco Inc position peaked at $5.61M in Q4 2023.
779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.