CIBC Private Wealth Group’s Watsco Inc WSO Stock Holding History

CIBC Private 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 Q4	$3.79M	Sell	11,246 -563	-5%	-$201K	0.01%	475
2025 Q3	$4.77M	Buy	11,809 +607	+5%	+$260K	0.01%	436
2025 Q2	$4.95M	Sell	11,202 -131	-1%	-$60.8K	0.01%	427
2025 Q1	$5.25M	Buy	11,333 +132	+1%	+$65.1K	0.01%	393
2024 Q4	$5.23M	Buy	11,201 +238	+2%	+$121K	0.01%	416
2024 Q3	$5.39M	Buy	10,963 +57	+0.5%	+$27.4K	0.01%	414
2024 Q2	$5.25M	Sell	10,906 -2,271	-17%	-$1.04M	0.01%	396
2024 Q1	$5.72M	Sell	13,177 -43	-0.3%	-$17.3K	0.01%	392
2023 Q4	$5.66M	Buy	13,220 +609	+5%	+$236K	0.01%	372
2023 Q3	$4.76M	Buy	12,611 +11,770	+1,400%	+$4.26M	0.01%	387
2023 Q2	$321K	Sell	841 -6	-0.7%	-$2.04K	﹤0.01%	761
2023 Q1	$269K	Buy	+847	New	+$249K	﹤0.01%	797
2018 Q2	–	Sell	-10	Closed	-$2K	–	2108
2018 Q1	$2K	Buy	+10	New	+$1.73K	﹤0.01%	1823

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

CIBC Private Wealth Group's WSO Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Watsco Inc (WSO) stake by 4.8% in Q4 2025, selling an estimated $201K and leaving 11,246 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #475.

CIBC Private Wealth Group first reported a position in WSO in Q1 2018 and has held it in 13 quarters since. The position peaked at $5.72M in Q1 2024. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

CIBC Private Wealth Group held 11,246 shares of Watsco Inc worth $3.79M as of Q4 2025.
CIBC Private Wealth Group sold 563 Watsco Inc shares in Q4 2025, an estimated $201K.
Watsco Inc made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #475 holding.
CIBC Private Wealth Group first reported a position in Watsco Inc in Q1 2018 and has held it in 13 quarters since.
CIBC Private Wealth Group's Watsco Inc position peaked at $5.72M in Q1 2024.
766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.