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CIBC World Markets’s Watsco Inc WSO Stock Holding History

CIBC World Markets’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 		$1.65M Buy
+4,911
New +$1.75M 0.01% 648
2025
Q2 		$640K Sell
1,449
-136
-9% -$63.1K ﹤0.01% 774
2025
Q1 		$806K Buy
1,585
+11
+0.7% +$5.42K 0.01% 776
2024
Q4 		$746K Sell
1,574
-451
-22% -$228K ﹤0.01% 652
2024
Q3 		$996K Buy
2,025
+195
+11% +$93.7K 0.01% 616
2024
Q2 		$848K Buy
1,830
+443
+32% +$202K 0.01% 606
2024
Q1 		$599K Buy
1,387
+452
+48% +$182K ﹤0.01% 697
2023
Q4 		$401K Buy
+935
New +$362K ﹤0.01% 671
2021
Q2 		– Sell
-3,529
Closed -$920K – 970
2021
Q1 		$920K Buy
+3,529
New +$870K 0.01% 631

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CIBC World Markets's WSO Position: Q4 2025 in Review

CIBC World Markets opened a new position in Watsco Inc (WSO) in Q4 2025: 4,911 shares worth $1.65M. The stake represents 0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in WSO as recently as Q2 2025.

CIBC World Markets first reported a position in WSO in Q1 2021 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • CIBC World Markets held 4,911 shares of Watsco Inc worth $1.65M as of Q4 2025.
  • Watsco Inc was a new CIBC World Markets position in Q4 2025.
  • Watsco Inc made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #648 holding.
  • CIBC World Markets first reported a position in Watsco Inc in Q1 2021 and has held it in 9 quarters since.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.