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MQS Management’s Watsco Inc WSO Stock Holding History

MQS 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
-544
Closed -$220K – 653
2025
Q3 		$220K Sell
544
-289
-35% -$124K 0.13% 351
2025
Q2 		$368K Buy
+833
New +$386K 0.2% 213
2024
Q4 		– Sell
-699
Closed -$344K – 410
2024
Q3 		$344K Buy
+699
New +$336K 0.19% 232
2024
Q1 		– Sell
-1,157
Closed -$496K – 692
2023
Q4 		$496K Buy
+1,157
New +$448K 0.28% 122
2023
Q1 		– Sell
-915
Closed -$228K – 622
2022
Q4 		$228K Buy
+915
New +$241K 0.16% 288
2022
Q3 		– Sell
-1,285
Closed -$307K – 601
2022
Q2 		$307K Buy
+1,285
New +$338K 0.21% 217

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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

MQS Management's WSO Position: Q4 2025 in Review

MQS Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 544 shares — an estimated $220K sold.

MQS Management first reported a position in WSO in Q2 2022 and held it in 6 quarters. The position peaked at $496K in Q4 2023. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • MQS Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • MQS Management sold 544 Watsco Inc shares in Q4 2025, an estimated $220K.
  • MQS Management first reported a position in Watsco Inc in Q2 2022 and held it in 6 quarters.
  • MQS Management's Watsco Inc position peaked at $496K in Q4 2023.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on MQS Management's 13F filing for Q4 2025, filed 9 Feb 2026.