River Wealth Advisors’s Watsco Inc WSO Stock Holding History

River Wealth 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	-500	Closed	-$202K	–	216
2025 Q3	$202K	Hold	500	–	–	0.02%	202
2025 Q2	$221K	Hold	500	–	–	0.03%	194
2025 Q1	$254K	Sell	500 -2	-0.4%	-$986	0.04%	184
2024 Q4	$238K	Buy	502 +2	+0.4%	+$1.01K	0.03%	198
2024 Q3	$246K	Buy	500 +8	+2%	+$3.85K	0.03%	194
2024 Q2	$228K	Sell	492 -55	-10%	-$25.1K	0.03%	184
2024 Q1	$236K	Sell	547 -24	-4%	-$9.64K	0.03%	187
2023 Q4	$245K	Sell	571 -23	-4%	-$8.91K	0.04%	185
2023 Q3	$224K	Sell	594 -6	-1%	-$2.17K	0.04%	194
2023 Q2	$229K	Sell	600 -47	-7%	-$15.9K	0.04%	197
2023 Q1	$206K	Buy	+647	New	+$190K	0.04%	202
2022 Q1	–	Sell	-653	Closed	-$204K	–	227
2021 Q4	$204K	Buy	+653	New	+$193K	0.03%	218
2019 Q1	–	Sell	-31	Closed	-$4K	–	511
2018 Q4	$4K	Sell	31 -30	-49%	-$4.57K	﹤0.01%	487
2018 Q3	$11K	Buy	61 +26	+74%	+$4.59K	﹤0.01%	442
2018 Q2	$6K	Buy	+35	New	+$6.37K	﹤0.01%	496

Other funds holding WSO

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

River Wealth Advisors's WSO Position: Q4 2025 in Review

River Wealth Advisors sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 500 shares — an estimated $202K sold.

River Wealth Advisors first reported a position in WSO in Q2 2018 and held it in 15 quarters. The position peaked at $254K in Q1 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

River Wealth Advisors reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
River Wealth Advisors sold 500 Watsco Inc shares in Q4 2025, an estimated $202K.
River Wealth Advisors first reported a position in Watsco Inc in Q2 2018 and held it in 15 quarters.
River Wealth Advisors's Watsco Inc position peaked at $254K in Q1 2025.
766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

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