Litman Gregory Wealth Management’s Watsco Inc WSO Stock Holding History

Litman Gregory Wealth Management’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	$337	Buy	+1	New	+$357	﹤0.01%	349

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 $3.38T AUM 44.17% 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

Litman Gregory Wealth Management's WSO Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Watsco Inc (WSO) in Q4 2025: 1 share worth $337. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Litman Gregory Wealth Management held 1 share of Watsco Inc worth $337 as of Q4 2025.
Watsco Inc was a new Litman Gregory Wealth Management position in Q4 2025.
Watsco Inc made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #349 holding.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.