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Ransom Advisory’s Watsco Inc WSO Stock Holding History

Ransom Advisory’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 		$22.6K Hold
67
– – 0.01% 289
2025
Q3 		$27.1K Hold
67
– – 0.01% 209
2025
Q2 		$29.6K Sell
67
-21
-24% -$9.74K 0.01% 220
2025
Q1 		$44.7K Hold
88
– – 0.02% 188
2024
Q4 		$41.7K Hold
88
– – 0.02% 229
2024
Q3 		$43.3K Sell
88
-20
-19% -$9.61K 0.02% 234
2024
Q2 		$50K Buy
+108
New +$49.4K 0.03% 212

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

Ransom Advisory's WSO Position: Q4 2025 in Review

Ransom Advisory held its Watsco Inc (WSO) position steady in Q4 2025 at 67 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #289.

Ransom Advisory first reported a position in WSO in Q2 2024 and has held it in 7 quarters since. The position peaked at $50K in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Ransom Advisory held 67 shares of Watsco Inc worth $22.6K as of Q4 2025.
  • Ransom Advisory left its Watsco Inc share count unchanged in Q4 2025.
  • Watsco Inc made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #289 holding.
  • Ransom Advisory first reported a position in Watsco Inc in Q2 2024 and has held it in 7 quarters since.
  • Ransom Advisory's Watsco Inc position peaked at $50K in Q2 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.