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Mascoma Wealth Management’s Watsco Inc WSO Stock Holding History

Mascoma 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 		– Sell
-90
Closed -$36.4K – 521
2025
Q3 		$36.4K Sell
90
-85
-49% -$36.3K 0.01% 218
2025
Q2 		$77.3K Hold
175
– – 0.02% 154
2025
Q1 		$89K Sell
175
-30
-15% -$14.8K 0.02% 144
2024
Q4 		$97.1K Hold
205
– – 0.02% 143
2024
Q3 		$101K Sell
205
-5
-2% -$2.4K 0.03% 137
2024
Q2 		$97.3K Buy
+210
New +$96K 0.03% 143

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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

Mascoma Wealth Management's WSO Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 90 shares — an estimated $36.4K sold.

Mascoma Wealth Management first reported a position in WSO in Q2 2024 and held it in 6 quarters. The position peaked at $101K in Q3 2024. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Mascoma Wealth Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 90 Watsco Inc shares in Q4 2025, an estimated $36.4K.
  • Mascoma Wealth Management first reported a position in Watsco Inc in Q2 2024 and held it in 6 quarters.
  • Mascoma Wealth Management's Watsco Inc position peaked at $101K in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.