CI Investments Inc
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CI Investments Inc’s Watsco Inc WSO Stock Holding History

CI Investments Inc’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
-1,361
Closed -$550K – 1253
2025
Q3 		$550K Sell
1,361
-25
-2% -$10.7K ﹤0.01% 504
2025
Q2 		$612K Buy
1,386
+32
+2% +$14.8K ﹤0.01% 490
2025
Q1 		$688K Buy
1,354
+121
+10% +$59.6K ﹤0.01% 477
2024
Q4 		$584K Buy
1,233
+49
+4% +$24.8K ﹤0.01% 492
2024
Q3 		$582K Buy
1,184
+160
+16% +$76.9K ﹤0.01% 472
2024
Q2 		$474K Buy
1,024
+25
+3% +$11.4K ﹤0.01% 485
2024
Q1 		$432K Buy
999
+146
+17% +$58.7K ﹤0.01% 499
2023
Q4 		$365K Buy
853
+376
+79% +$146K ﹤0.01% 493
2023
Q3 		$180K Sell
477
-1
-0.2% -$362 ﹤0.01% 660
2023
Q2 		$182K Buy
478
+22
+5% +$7.46K ﹤0.01% 653
2023
Q1 		$145K Buy
456
+36
+9% +$10.6K ﹤0.01% 660
2022
Q4 		$105K Buy
420
+26
+7% +$6.84K ﹤0.01% 734
2022
Q3 		$101K Sell
394
-23
-6% -$6.23K ﹤0.01% 698
2022
Q2 		$100K Sell
417
-318
-43% -$83.7K ﹤0.01% 718
2022
Q1 		$224K Hold
735
– – ﹤0.01% 685
2021
Q4 		$230K Sell
735
-458
-38% -$136K ﹤0.01% 732
2021
Q3 		$316K Buy
1,193
+51
+4% +$14.3K ﹤0.01% 668
2021
Q2 		$327K Buy
1,142
+444
+64% +$127K ﹤0.01% 672
2021
Q1 		$182K Buy
698
+5
+0.7% +$1.23K ﹤0.01% 681
2020
Q4 		$157K Sell
693
-185
-21% -$42.5K ﹤0.01% 685
2020
Q3 		$204K Buy
+878
New +$198K ﹤0.01% 576

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

CI Investments Inc's WSO Position: Q4 2025 in Review

CI Investments Inc sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 1,361 shares — an estimated $550K sold.

CI Investments Inc first reported a position in WSO in Q3 2020 and held it in 21 quarters. The position peaked at $688K in Q1 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • CI Investments Inc reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,361 Watsco Inc shares in Q4 2025, an estimated $550K.
  • CI Investments Inc first reported a position in Watsco Inc in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's Watsco Inc position peaked at $688K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.