Arete Wealth Advisors’s Watsco Inc WSO Stock Holding History

Arete Wealth Advisors’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	-668	Closed	-$270K	–	768
2025 Q3	$270K	Sell	668 -2	-0.3%	-$855	0.02%	636
2025 Q2	$296K	Sell	670 -9	-1%	-$4.17K	0.02%	564
2025 Q1	$345K	Sell	679 -219	-24%	-$108K	0.03%	488
2024 Q4	$427K	Buy	898 +86	+11%	+$43.6K	0.03%	457
2024 Q3	$397K	Sell	812 -75	-8%	-$36K	0.03%	434
2024 Q2	$411K	Buy	+887	New	+$405K	0.03%	435
2024 Q1	–	Sell	-860	Closed	-$368K	–	748
2023 Q4	$368K	Buy	860 +2	+0.2%	+$775	0.03%	487
2023 Q3	$324K	Buy	+858	New	+$310K	0.06%	326
2023 Q1	–	Sell	-20,000	Closed	-$3.49K	–	722
2022 Q4	$3.49K	Buy	+20,000	New	+$5.26M	﹤0.01%	628

Other funds holding WSO

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Arete Wealth Advisors's WSO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 668 shares — an estimated $270K sold.

Arete Wealth Advisors first reported a position in WSO in Q4 2022 and held it in 9 quarters. The position peaked at $427K in Q4 2024. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Arete Wealth Advisors reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 668 Watsco Inc shares in Q4 2025, an estimated $270K.
Arete Wealth Advisors first reported a position in Watsco Inc in Q4 2022 and held it in 9 quarters.
Arete Wealth Advisors's Watsco Inc position peaked at $427K in Q4 2024.
766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.