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Prospect Financial Services’s Watsco Inc WSO Stock Holding History

Prospect Financial Services’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
-550
Closed -$222K – 113
2025
Q3 		$222K Hold
550
– – 0.13% 93
2025
Q2 		$243K Sell
550
-10
-2% -$4.64K 0.15% 85
2025
Q1 		$285K Hold
560
– – 0.16% 90
2024
Q4 		$265K Sell
560
-10
-2% -$5.06K 0.14% 94
2024
Q3 		$280K Buy
570
+20
+4% +$9.61K 0.17% 81
2024
Q2 		$255K Buy
550
+5
+0.9% +$2.29K 0.2% 65
2024
Q1 		$235K Sell
545
-15
-3% -$6.03K 0.19% 66
2023
Q4 		$240K Buy
+560
New +$217K 0.24% 62

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 $3.37T AUM 44.26% 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

Prospect Financial Services's WSO Position: Q4 2025 in Review

Prospect Financial Services sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 550 shares — an estimated $222K sold.

Prospect Financial Services first reported a position in WSO in Q4 2023 and held it in 8 quarters. The position peaked at $285K in Q1 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Prospect Financial Services reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Prospect Financial Services sold 550 Watsco Inc shares in Q4 2025, an estimated $222K.
  • Prospect Financial Services first reported a position in Watsco Inc in Q4 2023 and held it in 8 quarters.
  • Prospect Financial Services's Watsco Inc position peaked at $285K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Prospect Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.