Strive Asset Management’s Watsco Inc WSO Stock Holding History

Strive Asset 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
2025 Q4	–	Sell	-1	Closed	-$404	–	177
2025 Q3	$404	Buy	+1	New	+$428	﹤0.01%	183

Other funds holding WSO

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Strive Asset Management's WSO Position: Q4 2025 in Review

Strive Asset Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 1 share — an estimated $404 sold.

Strive Asset Management first reported a position in WSO in Q3 2025 and held it in 1 quarter. The position peaked at $404 in Q3 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Strive Asset Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Strive Asset Management sold 1 Watsco Inc share in Q4 2025, an estimated $404.
Strive Asset Management first reported a position in Watsco Inc in Q3 2025 and held it in 1 quarter.
Strive Asset Management's Watsco Inc position peaked at $404 in Q3 2025.
766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.