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ESL Trust Services’s Watsco Inc WSO Stock Holding History

ESL Trust Services’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
-8
Closed -$3.23K – 327
2025
Q3 		$3.23K Buy
+8
New +$3.42K ﹤0.01% 247
2025
Q2 		– Sell
-14
Closed -$7.12K – 310
2025
Q1 		$7.12K Hold
14
– – ﹤0.01% 223
2024
Q4 		$6.63K Hold
14
– – ﹤0.01% 239
2024
Q3 		$6.89K Hold
14
– – ﹤0.01% 134
2024
Q2 		$6.49K Buy
+14
New +$6.4K ﹤0.01% 151

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 $3.38T AUM 44.17% 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

ESL Trust Services's WSO Position: Q4 2025 in Review

ESL Trust Services sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 8 shares — an estimated $3.23K sold.

ESL Trust Services first reported a position in WSO in Q2 2024 and held it in 5 quarters. The position peaked at $7.12K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • ESL Trust Services reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • ESL Trust Services sold 8 Watsco Inc shares in Q4 2025, an estimated $3.23K.
  • ESL Trust Services first reported a position in Watsco Inc in Q2 2024 and held it in 5 quarters.
  • ESL Trust Services's Watsco Inc position peaked at $7.12K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on ESL Trust Services's 13F filing for Q4 2025, filed 10 Feb 2026.