BOLTON SECURITIES CORPORATION’s Watsco Inc WSO Stock Holding History

BOLTON SECURITIES CORPORATION’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	$1.75M	Buy	+3,436	New	+$1.69M	0.1%	220

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 $2.32T AUM 44.66% 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 $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WSO Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Watsco Inc (WSO) in Q1 2025: 3,436 shares worth $1.75M. The stake represents 0.1% of the portfolio and ranks #220 among its holdings.

844 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

BOLTON SECURITIES CORPORATION held 3,436 shares of Watsco Inc worth $1.75M as of Q1 2025.
Watsco Inc was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Watsco Inc made up 0.1% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #220 holding.
844 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.