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Independent Advisor Alliance’s Watsco Inc WSO Stock Holding History

Independent Advisor Alliance’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 		– Sell
-476
Closed -$210K – 989
2025
Q2 		$210K Sell
476
-52
-10% -$24.1K 0.01% 831
2025
Q1 		$268K Buy
528
+63
+14% +$31.1K 0.01% 688
2024
Q4 		$220K Buy
+465
New +$235K ﹤0.01% 1256
2023
Q4 		– Sell
-1,813
Closed -$685K – 710
2023
Q3 		$685K Buy
1,813
+502
+38% +$181K 0.03% 355
2023
Q2 		$500K Buy
+1,311
New +$445K 0.02% 427

Other funds holding WSO

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Independent Advisor Alliance's WSO Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 476 shares — an estimated $210K sold.

Independent Advisor Alliance first reported a position in WSO in Q2 2023 and held it in 5 quarters. The position peaked at $685K in Q3 2023. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 476 Watsco Inc shares in Q3 2025, an estimated $210K.
  • Independent Advisor Alliance first reported a position in Watsco Inc in Q2 2023 and held it in 5 quarters.
  • Independent Advisor Alliance's Watsco Inc position peaked at $685K in Q3 2023.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.