Everpar Advisors’s Watsco Inc WSO Stock Holding History

Everpar Advisors’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	-922	Closed	-$373K	–	308
2025 Q3	$373K	Sell	922 -7	-0.8%	-$2.99K	0.15%	162
2025 Q2	$410K	Sell	929 -16	-2%	-$7.42K	0.19%	148
2025 Q1	$480K	Sell	945 -72	-7%	-$35.5K	0.26%	103
2024 Q4	$482K	Sell	1,017 -16	-2%	-$8.1K	0.24%	113
2024 Q3	$508K	Sell	1,033 -66	-6%	-$31.7K	0.26%	113
2024 Q2	$509K	Buy	1,099 +77	+8%	+$35.2K	0.25%	118
2024 Q1	$441K	Sell	1,022 -796	-44%	-$320K	0.27%	125
2023 Q4	$779K	Buy	+1,818	New	+$704K	0.36%	99

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

Everpar Advisors's WSO Position: Q4 2025 in Review

Everpar Advisors sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 922 shares — an estimated $373K sold.

Everpar Advisors first reported a position in WSO in Q4 2023 and held it in 8 quarters. The position peaked at $779K in Q4 2023. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Everpar Advisors reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Everpar Advisors sold 922 Watsco Inc shares in Q4 2025, an estimated $373K.
Everpar Advisors first reported a position in Watsco Inc in Q4 2023 and held it in 8 quarters.
Everpar Advisors's Watsco Inc position peaked at $779K in Q4 2023.
766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.