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Berkshire Asset Management’s Watsco Inc WSO Stock Holding History

Berkshire Asset Management’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
-573
Closed -$232K – 311
2025
Q3 		$232K Buy
573
+101
+21% +$43.2K 0.01% 267
2025
Q2 		$208K Hold
472
– – 0.01% 272
2025
Q1 		$221K Buy
+472
New +$233K 0.01% 264

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 $3.38T AUM 44.17% 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

Berkshire Asset Management's WSO Position: Q4 2025 in Review

Berkshire Asset Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 573 shares — an estimated $232K sold.

Berkshire Asset Management first reported a position in WSO in Q1 2025 and held it in 3 quarters. The position peaked at $232K in Q3 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Berkshire Asset Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Berkshire Asset Management sold 573 Watsco Inc shares in Q4 2025, an estimated $232K.
  • Berkshire Asset Management first reported a position in Watsco Inc in Q1 2025 and held it in 3 quarters.
  • Berkshire Asset Management's Watsco Inc position peaked at $232K in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.