PWAM
WSO icon

Private Wealth Asset Management’s Watsco Inc WSO Stock Holding History

Private Wealth Asset 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
-15
Closed -$6.07K – 1147
2025
Q3 		$6.07K Hold
15
– – ﹤0.01% 737
2025
Q2 		$6.62K Sell
15
-2
-12% -$928 ﹤0.01% 731
2025
Q1 		$8.64K Buy
+17
New +$8.38K ﹤0.01% 648

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

Private Wealth Asset Management's WSO Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 15 shares — an estimated $6.07K sold.

Private Wealth Asset Management first reported a position in WSO in Q1 2025 and held it in 3 quarters. The position peaked at $8.64K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Private Wealth Asset Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 15 Watsco Inc shares in Q4 2025, an estimated $6.07K.
  • Private Wealth Asset Management first reported a position in Watsco Inc in Q1 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's Watsco Inc position peaked at $8.64K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.