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Forum Financial Management’s Watsco Inc WSO Stock Holding History

Forum Financial 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
-885
Closed -$358K – 1060
2025
Q3 		$358K Buy
885
+393
+80% +$168K ﹤0.01% 637
2025
Q2 		$217K Sell
492
-47
-9% -$21.8K ﹤0.01% 867
2025
Q1 		$274K Buy
539
+35
+7% +$17.3K ﹤0.01% 640
2024
Q4 		$239K Hold
504
– – ﹤0.01% 756
2024
Q3 		$248K Buy
504
+1
+0.2% +$481 ﹤0.01% 615
2024
Q2 		$233K Buy
503
+1
+0.2% +$457 ﹤0.01% 593
2024
Q1 		$217K Hold
502
– – ﹤0.01% 664
2023
Q4 		$215K Buy
+502
New +$194K ﹤0.01% 612

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

Forum Financial Management's WSO Position: Q4 2025 in Review

Forum Financial Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 885 shares — an estimated $358K sold.

Forum Financial Management first reported a position in WSO in Q4 2023 and held it in 8 quarters. The position peaked at $358K in Q3 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Forum Financial Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 885 Watsco Inc shares in Q4 2025, an estimated $358K.
  • Forum Financial Management first reported a position in Watsco Inc in Q4 2023 and held it in 8 quarters.
  • Forum Financial Management's Watsco Inc position peaked at $358K in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.