BWG
WSO icon

Berry Wealth Group’s Watsco Inc WSO Stock Holding History

Berry Wealth 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
Q3 		– Sell
-690
Closed -$305K – 106
2025
Q2 		$305K Buy
690
+52
+8% +$24.1K 0.21% 66
2025
Q1 		$324K Buy
638
+175
+38% +$86.3K 0.25% 57
2024
Q4 		$219K Buy
463
+53
+13% +$26.8K 0.16% 88
2024
Q3 		$202K Buy
+410
New +$197K 0.14% 96

Other funds holding WSO

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berry Wealth Group's WSO Position: Q3 2025 in Review

Berry Wealth Group sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 690 shares — an estimated $305K sold.

Berry Wealth Group first reported a position in WSO in Q3 2024 and held it in 4 quarters. The position peaked at $324K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Berry Wealth Group reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 690 Watsco Inc shares in Q3 2025, an estimated $305K.
  • Berry Wealth Group first reported a position in Watsco Inc in Q3 2024 and held it in 4 quarters.
  • Berry Wealth Group's Watsco Inc position peaked at $324K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.