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Salem Investment Counselors’s Watsco Inc WSO Stock Holding History

Salem Investment Counselors’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
-11
Closed -$4.45K – 1157
2025
Q3 		$4.45K Buy
+11
New +$4.7K ﹤0.01% 995
2024
Q4 		– Sell
-4
Closed -$1.97K – 1277
2024
Q3 		$1.97K Buy
+4
New +$1.92K ﹤0.01% 1033
2023
Q2 		– Sell
-400
Closed -$127K – 1199
2023
Q1 		$127K Hold
400
– – 0.01% 386
2022
Q4 		$99.8K Buy
400
+390
+3,900% +$103K ﹤0.01% 412
2022
Q3 		$3K Buy
+10
New +$2.71K ﹤0.01% 922
2021
Q2 		– Sell
-39
Closed -$10K – 961
2021
Q1 		$10K Buy
+39
New +$9.62K ﹤0.01% 681
2019
Q3 		– Sell
-143
Closed -$23K – 675
2019
Q2 		$23K Buy
+143
New +$22.5K ﹤0.01% 466

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 $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 $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 $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Salem Investment Counselors's WSO Position: Q4 2025 in Review

Salem Investment Counselors sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 11 shares — an estimated $4.45K sold.

Salem Investment Counselors first reported a position in WSO in Q2 2019 and held it in 7 quarters. The position peaked at $127K in Q1 2023. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Salem Investment Counselors reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 11 Watsco Inc shares in Q4 2025, an estimated $4.45K.
  • Salem Investment Counselors first reported a position in Watsco Inc in Q2 2019 and held it in 7 quarters.
  • Salem Investment Counselors's Watsco Inc position peaked at $127K in Q1 2023.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.