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Spire Wealth Management’s Watsco Inc WSO Stock Holding History

Spire Wealth Management’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
2026
Q1 		– Sell
-3
Closed -$1.18K – 2418
2025
Q4 		$1.18K Sell
3
-17
-85% -$6.07K ﹤0.01% 2175
2025
Q3 		$8.2K Hold
20
– – ﹤0.01% 1826
2025
Q2 		$8.95K Sell
20
-7
-26% -$3.25K ﹤0.01% 1757
2025
Q1 		$13.7K Sell
27
-8
-23% -$3.94K ﹤0.01% 1734
2024
Q4 		$16.8K Buy
35
+15
+75% +$7.6K ﹤0.01% 1679
2024
Q3 		$9.84K Sell
20
-22
-52% -$10.6K ﹤0.01% 1640
2024
Q2 		$19.5K Sell
42
-4
-9% -$1.83K ﹤0.01% 1451
2024
Q1 		$19.8K Buy
46
+4
+10% +$1.61K ﹤0.01% 1520
2023
Q4 		$16.8K Sell
42
-7
-14% -$2.71K ﹤0.01% 1592
2023
Q3 		$18.7K Sell
49
-22
-31% -$7.95K ﹤0.01% 1533
2023
Q2 		$27.1K Sell
71
-127
-64% -$43.1K ﹤0.01% 1456
2023
Q1 		$63K Buy
198
+128
+183% +$37.6K ﹤0.01% 1103
2022
Q4 		$17K Buy
70
+60
+600% +$15.8K ﹤0.01% 1446
2022
Q3 		$3K Sell
10
-33
-77% -$8.94K ﹤0.01% 1903
2022
Q2 		$10K Sell
43
-26
-38% -$6.84K ﹤0.01% 1934
2022
Q1 		$21K Sell
69
-60
-47% -$17.1K ﹤0.01% 1798
2021
Q4 		$40K Buy
129
+67
+108% +$19.8K ﹤0.01% 1827
2021
Q3 		$16K Sell
62
-8
-11% -$2.24K ﹤0.01% 1946
2021
Q2 		$20K Hold
70
– – ﹤0.01% 1876
2021
Q1 		$18K Buy
+70
New +$17.3K ﹤0.01% 2201

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Spire Wealth Management's WSO Position: Q1 2026 in Review

Spire Wealth Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 3 shares — an estimated $1.18K sold.

Spire Wealth Management first reported a position in WSO in Q1 2021 and held it in 20 quarters. The position peaked at $63K in Q1 2023. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Spire Wealth Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 3 Watsco Inc shares in Q1 2026, an estimated $1.18K.
  • Spire Wealth Management first reported a position in Watsco Inc in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Watsco Inc position peaked at $63K in Q1 2023.
  • 771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.