Campbell Capital Management’s Watsco Inc WSO Stock Holding History

Campbell Capital 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	-3,850	Closed	-$1.56M	–	58
2025 Q3	$1.56M	Buy	+3,850	New	+$1.65M	0.6%	30
2025 Q1	–	Sell	-3,200	Closed	-$1.52M	–	92
2024 Q4	$1.52M	Sell	3,200 -300	-9%	-$152K	0.59%	27
2024 Q3	$1.72M	Buy	3,500 +3,000	+600%	+$1.44M	0.68%	27
2024 Q2	$232K	Hold	500	–	–	0.1%	47
2024 Q1	$216K	Buy	+500	New	+$201K	0.1%	46
2019 Q2	–	Sell	-12,700	Closed	-$1.82M	–	50
2019 Q1	$1.82M	Buy	12,700 +170	+1%	+$24.4K	1.32%	22
2018 Q4	$1.74M	Buy	+12,530	New	+$1.91M	2.22%	13

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

Campbell Capital Management's WSO Position: Q4 2025 in Review

Campbell Capital Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 3,850 shares — an estimated $1.56M sold.

Campbell Capital Management first reported a position in WSO in Q4 2018 and held it in 7 quarters. The position peaked at $1.82M in Q1 2019. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Campbell Capital Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Campbell Capital Management sold 3,850 Watsco Inc shares in Q4 2025, an estimated $1.56M.
Campbell Capital Management first reported a position in Watsco Inc in Q4 2018 and held it in 7 quarters.
Campbell Capital Management's Watsco Inc position peaked at $1.82M in Q1 2019.
766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Campbell Capital Management's 13F filing for Q4 2025, filed 28 Jan 2026.