Wolverine Trading
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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 		$919K Buy
2,300
+1,300
+130% +$556K ﹤0.01% 2988
2025
Q2 		$437K Buy
+1,000
New +$464K ﹤0.01% 3088
2025
Q1 		– Sell
-6,000
Closed -$2.85M – 5998
2024
Q4 		$2.85M Buy
+6,000
New +$3.04M ﹤0.01% 1668
2024
Q3 		– Sell
-4,500
Closed -$2.08M – 5456
2024
Q2 		$2.08M Buy
4,500
+3,200
+246% +$1.46M ﹤0.01% 1582
2024
Q1 		$562K Sell
1,300
-100
-7% -$40.2K ﹤0.01% 2722
2023
Q4 		$600K Buy
+1,400
New +$542K ﹤0.01% 2764
2023
Q2 		– Sell
-5,200
Closed -$1.64M – 5055
2023
Q1 		$1.64M Buy
5,200
+3,600
+225% +$1.06M ﹤0.01% 1506
2022
Q4 		$399K Buy
+1,600
New +$421K ﹤0.01% 2523
2022
Q3 		– Sell
-2,500
Closed -$595K – 5471
2022
Q2 		$595K Buy
+2,500
New +$658K ﹤0.01% 2379
2021
Q3 		– Sell
-900
Closed -$256K – 7071
2021
Q2 		$256K Buy
+900
New +$258K ﹤0.01% 4664
2021
Q1 		– Sell
-4,000
Closed -$911K – 6499
2020
Q4 		$911K Sell
4,000
-1,100
-22% -$253K ﹤0.01% 2485
2020
Q3 		$1.19M Buy
5,100
+3,800
+292% +$856K ﹤0.01% 1919
2020
Q2 		$227K Buy
+1,300
New +$215K ﹤0.01% 3681
2020
Q1 		– Sell
-1,400
Closed -$253K – 5402
2019
Q4 		$253K Buy
+1,400
New +$246K ﹤0.01% 3802
2019
Q3 		– Sell
-2,200
Closed -$360K – 5124
2019
Q2 		$360K Buy
2,200
+700
+47% +$110K ﹤0.01% 3077
2019
Q1 		$215K Buy
+1,500
New +$215K ﹤0.01% 3742
2018
Q3 		– Sell
-4,200
Closed -$760K – 6035
2018
Q2 		$760K Hold
4,200
– – ﹤0.01% 2557
2018
Q1 		$760K Buy
4,200
+400
+11% +$69.3K ﹤0.01% 2557
2017
Q4 		$646K Buy
+3,800
New +$628K ﹤0.01% 2698

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
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.