Icon Wealth Advisors’s Watsco Inc WSO Stock Holding History

Icon Wealth Advisors’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	-357	Closed	-$144K	–	529
2025 Q3	$144K	Sell	357 -76	-18%	-$32.5K	0.01%	428
2025 Q2	$191K	Sell	433 -41	-9%	-$19K	0.01%	379
2025 Q1	$241K	Sell	474 -275	-37%	-$136K	0.02%	320
2024 Q4	$355K	Sell	749 -41	-5%	-$20.8K	0.03%	272
2024 Q3	$389K	Sell	790 -285	-27%	-$137K	0.03%	247
2024 Q2	$526K	Buy	1,075 +5	+0.5%	+$2.29K	0.05%	202
2024 Q1	$462K	Sell	1,070 -138	-11%	-$55.4K	0.04%	221
2023 Q4	$518K	Buy	+1,208	New	+$468K	0.05%	187
2022 Q4	$426K	Sell	1,707 -108	-6%	-$28.4K	0.05%	207
2022 Q3	$467K	Buy	+1,815	New	+$492K	0.06%	191

Other funds holding WSO

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Icon Wealth Advisors's WSO Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 357 shares — an estimated $144K sold.

Icon Wealth Advisors first reported a position in WSO in Q3 2022 and held it in 10 quarters. The position peaked at $526K in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Icon Wealth Advisors reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 357 Watsco Inc shares in Q4 2025, an estimated $144K.
Icon Wealth Advisors first reported a position in Watsco Inc in Q3 2022 and held it in 10 quarters.
Icon Wealth Advisors's Watsco Inc position peaked at $526K in Q2 2024.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.