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Horizon Investments’s Watsco Inc WSO Stock Holding History

Horizon Investments’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
-1
Closed -$401 – 1396
2025
Q3 		$401 Buy
+1
New +$428 ﹤0.01% 1148
2025
Q2 		– Sell
-1
Closed -$505 – 1141
2025
Q1 		$505 Buy
+1
New +$493 ﹤0.01% 834
2023
Q4 		– Sell
-2,125
Closed -$798K – 873
2023
Q3 		$798K Sell
2,125
-2
-0.1% -$723 0.02% 205
2023
Q2 		$806K Buy
2,127
+1
+0% +$339 0.02% 214
2023
Q1 		$671K Buy
2,126
+1
+0% +$294 0.02% 234
2022
Q4 		$525K Sell
2,125
-2,505
-54% -$659K 0.01% 364
2022
Q3 		$1.18M Sell
4,630
-1,876
-29% -$508K 0.04% 179
2022
Q2 		$1.54M Buy
+6,506
New +$1.71M 0.05% 139

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

Horizon Investments's WSO Position: Q4 2025 in Review

Horizon Investments sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 1 share — an estimated $401 sold.

Horizon Investments first reported a position in WSO in Q2 2022 and held it in 8 quarters. The position peaked at $1.54M in Q2 2022. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Horizon Investments reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Horizon Investments sold 1 Watsco Inc share in Q4 2025, an estimated $401.
  • Horizon Investments first reported a position in Watsco Inc in Q2 2022 and held it in 8 quarters.
  • Horizon Investments's Watsco Inc position peaked at $1.54M in Q2 2022.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Horizon Investments's 13F filing for Q4 2025, filed 2 Feb 2026.