Clarius Group LLC’s Watsco Inc WSO Stock Holding History

Clarius Group LLC’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	$337K	Hold	1,000	–	–	0.02%	262
2025 Q3	$404K	Hold	1,000	–	–	0.02%	243
2025 Q2	$442K	Hold	1,000	–	–	0.03%	277
2025 Q1	$508K	Hold	1,000	–	–	0.03%	233
2024 Q4	$474K	Hold	1,000	–	–	0.03%	229
2024 Q3	$492K	Hold	1,000	–	–	0.03%	222
2024 Q2	$463K	Hold	1,000	–	–	0.03%	230
2024 Q1	$432K	Hold	1,000	–	–	0.03%	255
2023 Q4	$428K	Hold	1,000	–	–	0.04%	268
2023 Q3	$378K	Hold	1,000	–	–	0.04%	273
2023 Q2	$381K	Hold	1,000	–	–	0.03%	331
2023 Q1	$318K	Hold	1,000	–	–	0.03%	376
2022 Q4	$249K	Hold	1,000	–	–	0.02%	427
2022 Q3	$257K	Hold	1,000	–	–	0.03%	389
2022 Q2	$239K	Buy	+1,000	New	+$263K	0.02%	395

Other funds holding WSO

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Clarius Group LLC's WSO Position: Q4 2025 in Review

Clarius Group LLC held its Watsco Inc (WSO) position steady in Q4 2025 at 1,000 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #262.

Clarius Group LLC first reported a position in WSO in Q2 2022 and has held it in 15 quarters since. The position peaked at $508K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Clarius Group LLC held 1,000 shares of Watsco Inc worth $337K as of Q4 2025.
Clarius Group LLC left its Watsco Inc share count unchanged in Q4 2025.
Watsco Inc made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #262 holding.
Clarius Group LLC first reported a position in Watsco Inc in Q2 2022 and has held it in 15 quarters since.
Clarius Group LLC's Watsco Inc position peaked at $508K in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.