XT
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XTX Topco’s Watsco Inc WSO Stock Holding History

XTX Topco’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
2026
Q1 		$327K Sell
899
-9,192
-91% -$3.56M 0.01% 2411
2025
Q4 		$3.4M Sell
10,091
-1,624
-14% -$580K 0.09% 261
2025
Q3 		$4.74M Buy
11,715
+6,939
+145% +$2.97M 0.25% 37
2025
Q2 		$2.11M Buy
4,776
+3,476
+267% +$1.61M 0.09% 313
2025
Q1 		$661K Buy
1,300
+420
+48% +$207K 0.03% 821
2024
Q4 		$417K Buy
+880
New +$446K 0.04% 930
2023
Q4 		– Sell
-1,949
Closed -$736K – 2220
2023
Q3 		$736K Sell
1,949
-359
-16% -$130K 0.13% 202
2023
Q2 		$880K Buy
2,308
+516
+29% +$175K 0.16% 127
2023
Q1 		$570K Buy
+1,792
New +$526K 0.12% 219
2021
Q4 		– Sell
-1,387
Closed -$367K – 1039
2021
Q3 		$367K Buy
+1,387
New +$389K 0.12% 285

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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