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FineMark National Bank & Trust’s Watsco Inc WSO Stock Holding History

FineMark National Bank & Trust’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 		$7.02M Buy
20,823
+4,199
+25% +$1.5M 0.22% 103
2025
Q3 		$6.72M Buy
16,624
+337
+2% +$144K 0.22% 100
2025
Q2 		$7.19M Buy
16,287
+71
+0.4% +$32.9K 0.24% 96
2025
Q1 		$8.24M Sell
16,216
-139
-0.8% -$68.5K 0.3% 87
2024
Q4 		$7.75M Sell
16,355
-381
-2% -$193K 0.27% 88
2024
Q3 		$8.23M Sell
16,736
-3,496
-17% -$1.68M 0.29% 87
2024
Q2 		$9.37M Buy
20,232
+459
+2% +$210K 0.35% 80
2024
Q1 		$8.54M Sell
19,773
-108
-0.5% -$43.4K 0.32% 81
2023
Q4 		$8.52M Buy
19,881
+420
+2% +$163K 0.35% 77
2023
Q3 		$7.35M Buy
19,461
+186
+1% +$67.2K 0.32% 80
2023
Q2 		$7.35M Sell
19,275
-8
-0% -$2.71K 0.3% 82
2023
Q1 		$6.14M Buy
19,283
+841
+5% +$247K 0.26% 89
2022
Q4 		$4.6M Buy
18,442
+360
+2% +$94.7K 0.21% 104
2022
Q3 		$4.66M Buy
18,082
+584
+3% +$158K 0.22% 103
2022
Q2 		$4.18M Buy
17,498
+605
+4% +$159K 0.18% 109
2022
Q1 		$5.15M Buy
16,893
+743
+5% +$212K 0.2% 107
2021
Q4 		$5.05M Buy
16,150
+153
+1% +$45.3K 0.19% 105
2021
Q3 		$4.23M Buy
15,997
+53
+0.3% +$14.9K 0.18% 112
2021
Q2 		$4.57M Buy
15,944
+348
+2% +$99.6K 0.19% 108
2021
Q1 		$4.07M Buy
+15,596
New +$3.85M 0.17% 110
2015
Q4 		– Sell
-14
Closed -$2K – 1494
2015
Q3 		$2K Buy
+14
New +$1.75K ﹤0.01% 1303

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

FineMark National Bank & Trust's WSO Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Watsco Inc (WSO) stake by 25% in Q4 2025, buying an estimated $1.5M and bringing the position to 20,823 shares worth $7.02M. The position accounts for 0.22% of the portfolio, ranked #103.

FineMark National Bank & Trust first reported a position in WSO in Q3 2015 and has held it in 21 quarters since. The position peaked at $9.37M in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • FineMark National Bank & Trust held 20,823 shares of Watsco Inc worth $7.02M as of Q4 2025.
  • FineMark National Bank & Trust bought 4,199 Watsco Inc shares in Q4 2025, an estimated $1.5M.
  • Watsco Inc made up 0.22% of FineMark National Bank & Trust's portfolio in Q4 2025, its #103 holding.
  • FineMark National Bank & Trust first reported a position in Watsco Inc in Q3 2015 and has held it in 21 quarters since.
  • FineMark National Bank & Trust's Watsco Inc position peaked at $9.37M in Q2 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.