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Blue Barn Wealth’s Watsco Inc WSO Stock Holding History

Blue Barn Wealth’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
-609
Closed -$246K – 170
2025
Q3 		$246K Hold
609
– – 0.11% 134
2025
Q2 		$269K Sell
609
-3
-0.5% -$1.39K 0.13% 125
2025
Q1 		$311K Buy
612
+2
+0.3% +$986 0.16% 98
2024
Q4 		$289K Buy
610
+9
+1% +$4.56K 0.15% 102
2024
Q3 		$296K Sell
601
-4
-0.7% -$1.92K 0.15% 101
2024
Q2 		$280K Buy
605
+62
+11% +$28.3K 0.16% 94
2024
Q1 		$235K Buy
543
+51
+10% +$20.5K 0.13% 112
2023
Q4 		$211K Buy
+492
New +$191K 0.13% 115

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

Blue Barn Wealth's WSO Position: Q4 2025 in Review

Blue Barn Wealth sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 609 shares — an estimated $246K sold.

Blue Barn Wealth first reported a position in WSO in Q4 2023 and held it in 8 quarters. The position peaked at $311K in Q1 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Blue Barn Wealth reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 609 Watsco Inc shares in Q4 2025, an estimated $246K.
  • Blue Barn Wealth first reported a position in Watsco Inc in Q4 2023 and held it in 8 quarters.
  • Blue Barn Wealth's Watsco Inc position peaked at $311K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.