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Natixis’s Watsco Inc WSO Stock Holding History

Natixis’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
-9,918
Closed -$4.01M – 1330
2025
Q3 		$4.01M Buy
+9,918
New +$4.24M 0.02% 469
2025
Q1 		– Sell
-264
Closed -$125K – 1210
2024
Q4 		$125K Buy
+264
New +$134K ﹤0.01% 820
2022
Q2 		– Sell
-10,780
Closed -$3.28M – 1393
2022
Q1 		$3.28M Buy
10,780
+7,400
+219% +$2.11M 0.01% 637
2021
Q4 		$1.05M Sell
3,380
-556
-14% -$165K ﹤0.01% 910
2021
Q3 		$1.04M Buy
+3,936
New +$1.1M ﹤0.01% 878
2017
Q4 		– Sell
-1,999
Closed -$322K – 1210
2017
Q3 		$322K Buy
1,999
+551
+38% +$83.2K ﹤0.01% 871
2017
Q2 		$223K Buy
+1,448
New +$207K ﹤0.01% 734

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Natixis's WSO Position: Q4 2025 in Review

Natixis sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 9,918 shares — an estimated $4.01M sold.

Natixis first reported a position in WSO in Q2 2017 and held it in 7 quarters. The position peaked at $4.01M in Q3 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Natixis reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Natixis sold 9,918 Watsco Inc shares in Q4 2025, an estimated $4.01M.
  • Natixis first reported a position in Watsco Inc in Q2 2017 and held it in 7 quarters.
  • Natixis's Watsco Inc position peaked at $4.01M in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Natixis's 13F filing for Q4 2025, filed 13 Feb 2026.