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World Equity Group’s Watsco Inc WSO Stock Holding History

World Equity Group’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
-738
Closed -$350K – 385
2024
Q4 		$350K Buy
+738
New +$374K 0.08% 241
2023
Q2 		– Sell
-17,040
Closed -$1.85M – 578
2023
Q1 		$1.85M Buy
+17,040
New +$5.01M 0.28% 91

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Equity Group's WSO Position: Q1 2025 in Review

World Equity Group sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 738 shares — an estimated $350K sold.

World Equity Group first reported a position in WSO in Q1 2023 and held it in 2 quarters. The position peaked at $1.85M in Q1 2023. 840 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

  • World Equity Group reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 738 Watsco Inc shares in Q1 2025, an estimated $350K.
  • World Equity Group first reported a position in Watsco Inc in Q1 2023 and held it in 2 quarters.
  • World Equity Group's Watsco Inc position peaked at $1.85M in Q1 2023.
  • 840 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.