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Sagespring Wealth Partners’s Watsco Inc WSO Stock Holding History

Sagespring Wealth Partners’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
-617
Closed -$250K – 817
2025
Q3 		$250K Buy
617
+8
+1% +$3.42K ﹤0.01% 665
2025
Q2 		$269K Sell
609
-14
-2% -$6.49K 0.01% 614
2025
Q1 		$317K Buy
623
+7
+1% +$3.45K 0.01% 499
2024
Q4 		$292K Buy
+616
New +$312K 0.01% 483

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

Sagespring Wealth Partners's WSO Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 617 shares — an estimated $250K sold.

Sagespring Wealth Partners first reported a position in WSO in Q4 2024 and held it in 4 quarters. The position peaked at $317K in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Sagespring Wealth Partners reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 617 Watsco Inc shares in Q4 2025, an estimated $250K.
  • Sagespring Wealth Partners first reported a position in Watsco Inc in Q4 2024 and held it in 4 quarters.
  • Sagespring Wealth Partners's Watsco Inc position peaked at $317K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.