Empirical Wealth Management’s Watsco Inc WSO Stock Holding History

Empirical Wealth 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	-781	Closed	-$316K	–	984
2025 Q3	$316K	Sell	781 -626	-44%	-$268K	0.01%	594
2025 Q2	$621K	Sell	1,407 -771	-35%	-$358K	0.01%	387
2025 Q1	$1.11M	Sell	2,178 -9,354	-81%	-$4.61M	0.03%	285
2024 Q4	$5.46M	Buy	11,532 +1,195	+12%	+$605K	0.15%	114
2024 Q3	$5.08M	Buy	10,337 +962	+10%	+$462K	0.14%	116
2024 Q2	$4.34M	Buy	9,375 +153	+2%	+$69.9K	0.13%	121
2024 Q1	$3.98M	Buy	9,222 +1,665	+22%	+$669K	0.12%	121
2023 Q4	$3.24M	Buy	7,557 +793	+12%	+$307K	0.11%	126
2023 Q3	$2.55M	Buy	6,764 +833	+14%	+$301K	0.1%	133
2023 Q2	$2.26M	Buy	+5,931	New	+$2.01M	0.09%	145
2022 Q2	–	Sell	-5,680	Closed	-$1.73M	–	538
2022 Q1	$1.73M	Buy	5,680 +2,797	+97%	+$798K	0.09%	146
2021 Q4	$903K	Buy	+2,883	New	+$854K	0.05%	236

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

Empirical Wealth Management's WSO Position: Q4 2025 in Review

Empirical Wealth Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 781 shares — an estimated $316K sold.

Empirical Wealth Management first reported a position in WSO in Q4 2021 and held it in 12 quarters. The position peaked at $5.46M in Q4 2024. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Empirical Wealth Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Empirical Wealth Management sold 781 Watsco Inc shares in Q4 2025, an estimated $316K.
Empirical Wealth Management first reported a position in Watsco Inc in Q4 2021 and held it in 12 quarters.
Empirical Wealth Management's Watsco Inc position peaked at $5.46M in Q4 2024.
766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.