RA
WSO icon

Rise Advisors’s Watsco Inc WSO Stock Holding History

Rise 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
-68
Closed -$27.5K – 1441
2025
Q3 		$27.5K Buy
68
+1
+1% +$428 0.01% 416
2025
Q2 		$29.8K Hold
67
– – 0.01% 350
2025
Q1 		$34.1K Sell
67
-23
-26% -$11.3K 0.02% 297
2024
Q4 		$42.4K Buy
90
+1
+1% +$506 0.02% 268
2024
Q3 		$43.8K Hold
89
– – 0.02% 265
2024
Q2 		$41K Buy
89
+1
+1% +$457 0.02% 272
2024
Q1 		$38K Buy
88
+19
+28% +$7.63K 0.02% 296
2023
Q4 		$29.7K Buy
+69
New +$26.7K 0.02% 215

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

Rise Advisors's WSO Position: Q4 2025 in Review

Rise Advisors sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 68 shares — an estimated $27.5K sold.

Rise Advisors first reported a position in WSO in Q4 2023 and held it in 8 quarters. The position peaked at $43.8K in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Rise Advisors reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 68 Watsco Inc shares in Q4 2025, an estimated $27.5K.
  • Rise Advisors first reported a position in Watsco Inc in Q4 2023 and held it in 8 quarters.
  • Rise Advisors's Watsco Inc position peaked at $43.8K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.