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FullCircle Wealth’s Watsco Inc WSO Stock Holding History

FullCircle Wealth’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
Q3 		$246K Buy
686
+106
+18% +$45.3K 0.09% 231
2025
Q2 		$247K Buy
580
+110
+23% +$51K 0.09% 230
2025
Q1 		$214K Buy
+470
New +$232K 0.09% 222

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FullCircle Wealth's WSO Position: Q3 2025 in Review

FullCircle Wealth increased its Watsco Inc (WSO) stake by 18% in Q3 2025, buying an estimated $45.3K and bringing the position to 686 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #231.

FullCircle Wealth first reported a position in WSO in Q1 2025 and has held it in 3 quarters since. The position peaked at $247K in Q2 2025. 777 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • FullCircle Wealth held 686 shares of Watsco Inc worth $246K as of Q3 2025.
  • FullCircle Wealth bought 106 Watsco Inc shares in Q3 2025, an estimated $45.3K.
  • Watsco Inc made up 0.09% of FullCircle Wealth's portfolio in Q3 2025, its #231 holding.
  • FullCircle Wealth first reported a position in Watsco Inc in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's Watsco Inc position peaked at $247K in Q2 2025.
  • 777 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.