Alyeska Investment Group
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Alyeska Investment Group’s Watsco Inc WSO Stock Holding History

Alyeska Investment 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
Q4 		– Sell
-66,395
Closed -$26.8M – 750
2025
Q3 		$26.8M Buy
+66,395
New +$28.4M 0.08% 254
2024
Q3 		– Sell
-40,363
Closed -$18.7M – 701
2024
Q2 		$18.7M Buy
40,363
+11,109
+38% +$5.08M 0.11% 220
2024
Q1 		$12.6M Buy
29,254
+3,831
+15% +$1.54M 0.08% 252
2023
Q4 		$10.9M Buy
+25,423
New +$9.85M 0.07% 252
2017
Q2 		– Sell
-300,000
Closed -$43M – 559
2017
Q1 		$43M Buy
+300,000
New +$44.9M 0.35% 99

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Alyeska Investment Group's WSO Position: Q4 2025 in Review

Alyeska Investment Group sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 66,395 shares — an estimated $26.8M sold.

Alyeska Investment Group first reported a position in WSO in Q1 2017 and held it in 5 quarters. The position peaked at $43M in Q1 2017. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Alyeska Investment Group reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Alyeska Investment Group sold 66,395 Watsco Inc shares in Q4 2025, an estimated $26.8M.
  • Alyeska Investment Group first reported a position in Watsco Inc in Q1 2017 and held it in 5 quarters.
  • Alyeska Investment Group's Watsco Inc position peaked at $43M in Q1 2017.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Alyeska Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.