Prime Capital Investment Advisors’s Watsco Inc WSO Stock Holding History

Prime Capital Investment Advisors’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	-3,675	Closed	-$1.49M	–	1113
2025 Q3	$1.49M	Buy	3,675 +295	+9%	+$126K	0.02%	396
2025 Q2	$1.49M	Sell	3,380 -370	-10%	-$172K	0.02%	384
2025 Q1	$1.91M	Buy	3,750 +241	+7%	+$119K	0.02%	375
2024 Q4	$1.66M	Sell	3,509 -119	-3%	-$60.3K	0.02%	332
2024 Q3	$1.78M	Buy	3,628 +140	+4%	+$67.3K	0.03%	329
2024 Q2	$1.62M	Buy	3,488 +797	+30%	+$364K	0.02%	341
2024 Q1	$1.16M	Buy	+2,691	New	+$1.08M	0.02%	443
2021 Q2	–	Sell	-41	Closed	-$11K	–	550
2021 Q1	$11K	Buy	+41	New	+$10.1K	﹤0.01%	414

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

Prime Capital Investment Advisors's WSO Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 3,675 shares — an estimated $1.49M sold.

Prime Capital Investment Advisors first reported a position in WSO in Q1 2021 and held it in 8 quarters. The position peaked at $1.91M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Prime Capital Investment Advisors reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 3,675 Watsco Inc shares in Q4 2025, an estimated $1.49M.
Prime Capital Investment Advisors first reported a position in Watsco Inc in Q1 2021 and held it in 8 quarters.
Prime Capital Investment Advisors's Watsco Inc position peaked at $1.91M in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.