Mariner
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Mariner’s Watsco Inc WSO Stock Holding History

Mariner’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
-4,053
Closed -$1.79M – 3784
2025
Q2 		$1.79M Sell
4,053
-1,662
-29% -$771K ﹤0.01% 1410
2025
Q1 		$2.9M Buy
5,715
+66
+1% +$32.5K ﹤0.01% 1037
2024
Q4 		$2.68M Buy
5,649
+247
+5% +$125K ﹤0.01% 1068
2024
Q3 		$2.66M Sell
5,402
-69
-1% -$33.2K ﹤0.01% 1049
2024
Q2 		$2.53M Buy
5,471
+79
+1% +$36.1K ﹤0.01% 999
2024
Q1 		$2.33M Buy
5,392
+84
+2% +$33.7K ﹤0.01% 1036
2023
Q4 		$2.27M Buy
5,308
+120
+2% +$46.5K 0.01% 1003
2023
Q3 		$1.96M Buy
5,188
+221
+4% +$79.9K 0.01% 986
2023
Q2 		$1.89M Buy
4,967
+142
+3% +$48.2K 0.01% 999
2023
Q1 		$1.53M Buy
4,825
+173
+4% +$50.8K ﹤0.01% 1073
2022
Q4 		$1.16M Buy
4,652
+384
+9% +$101K ﹤0.01% 1163
2022
Q3 		$1.1M Buy
+4,268
New +$1.16M ﹤0.01% 1009

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 $3.37T AUM 44.26% 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

Mariner's WSO Position: Q3 2025 in Review

Mariner sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 4,053 shares — an estimated $1.79M sold.

Mariner first reported a position in WSO in Q3 2022 and held it in 12 quarters. The position peaked at $2.9M in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Mariner reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • Mariner sold 4,053 Watsco Inc shares in Q3 2025, an estimated $1.79M.
  • Mariner first reported a position in Watsco Inc in Q3 2022 and held it in 12 quarters.
  • Mariner's Watsco Inc position peaked at $2.9M in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Mariner's 13F filing for Q3 2025, filed 14 Nov 2025.