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Global Retirement Partners’s Watsco Inc WSO Stock Holding History

Global Retirement Partners’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 		$144K Buy
428
+288
+206% +$103K ﹤0.01% 1677
2025
Q3 		$56.7K Buy
140
+6
+4% +$2.57K ﹤0.01% 1829
2025
Q2 		$59.2K Buy
+134
New +$62.2K ﹤0.01% 1681
2024
Q4 		$100K Buy
212
+88
+71% +$44.6K ﹤0.01% 1264
2024
Q3 		$61K Buy
124
+2
+2% +$961 ﹤0.01% 1470
2024
Q2 		$56.5K Buy
122
+62
+103% +$28.3K ﹤0.01% 1472
2024
Q1 		$25.9K Buy
60
+14
+30% +$5.62K ﹤0.01% 1702
2023
Q4 		$18.5K Buy
46
+11
+31% +$4.26K ﹤0.01% 1794
2023
Q3 		$13.4K Buy
35
+4
+13% +$1.45K ﹤0.01% 1827
2023
Q2 		$11.8K Hold
31
– – ﹤0.01% 1901
2023
Q1 		$10.5K Buy
31
+5
+19% +$1.47K ﹤0.01% 1907
2022
Q4 		$6.48K Sell
26
-32
-55% -$8.41K ﹤0.01% 1935
2022
Q3 		$16K Buy
58
+8
+16% +$2.17K ﹤0.01% 1495
2022
Q2 		$12K Buy
50
+4
+9% +$1.05K ﹤0.01% 1569
2022
Q1 		$11K Buy
+46
New +$13.1K ﹤0.01% 1600
2021
Q1 		– Sell
-6
Closed -$1K – 1915
2020
Q4 		$1K Buy
+6
New +$1.38K ﹤0.01% 1705
2019
Q2 		– Sell
-35
Closed -$5K – 1722
2019
Q1 		$5K Sell
35
-64
-65% -$9.18K ﹤0.01% 1262
2018
Q4 		$14K Hold
99
– – ﹤0.01% 874
2018
Q3 		$18K Buy
99
+64
+183% +$11.3K ﹤0.01% 860
2018
Q2 		$6K Hold
35
– – ﹤0.01% 1172
2018
Q1 		$6K Hold
35
– – ﹤0.01% 1129
2017
Q4 		$6K Hold
35
– – ﹤0.01% 1081
2017
Q3 		$5K Hold
35
– – ﹤0.01% 1020
2017
Q2 		$5K Sell
35
-16
-31% -$2.29K ﹤0.01% 955
2017
Q1 		$7K Hold
51
– – ﹤0.01% 845
2016
Q4 		$8K Buy
+51
New +$7.39K 0.01% 757

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Global Retirement Partners's WSO Position: Q4 2025 in Review

Global Retirement Partners increased its Watsco Inc (WSO) stake by 206% in Q4 2025, buying an estimated $103K and bringing the position to 428 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Global Retirement Partners first reported a position in WSO in Q4 2016 and has held it in 26 quarters since. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Global Retirement Partners held 428 shares of Watsco Inc worth $144K as of Q4 2025.
  • Global Retirement Partners bought 288 Watsco Inc shares in Q4 2025, an estimated $103K.
  • Watsco Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1677 holding.
  • Global Retirement Partners first reported a position in Watsco Inc in Q4 2016 and has held it in 26 quarters since.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.