PG
WSO icon

Proffitt & Goodson’s Watsco Inc WSO Stock Holding History

Proffitt & Goodson’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
-4
Closed -$1.62K – 455
2025
Q3 		$1.62K Buy
+4
New +$1.71K ﹤0.01% 367
2020
Q4 		– Sell
-11
Closed -$3K – 283
2020
Q3 		$3K Hold
11
– – ﹤0.01% 247
2020
Q2 		$2K Buy
+11
New +$1.82K ﹤0.01% 273

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

Proffitt & Goodson's WSO Position: Q4 2025 in Review

Proffitt & Goodson sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 4 shares — an estimated $1.62K sold.

Proffitt & Goodson first reported a position in WSO in Q2 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Proffitt & Goodson reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 4 Watsco Inc shares in Q4 2025, an estimated $1.62K.
  • Proffitt & Goodson first reported a position in Watsco Inc in Q2 2020 and held it in 3 quarters.
  • Proffitt & Goodson's Watsco Inc position peaked at $3K in Q3 2020.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.