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Summit Wealth Group (Colorado)’s Watsco Inc WSO Stock Holding History

Summit Wealth Group (Colorado)’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
-1,771
Closed -$669K – 654
2025
Q3 		$669K Buy
+1,771
New +$757K 0.07% 225

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 $3.37T 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 $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WSO Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 1,771 shares — an estimated $669K sold.

Summit Wealth Group (Colorado) first reported a position in WSO in Q3 2025 and held it in 1 quarter. The position peaked at $669K in Q3 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,771 Watsco Inc shares in Q4 2025, an estimated $669K.
  • Summit Wealth Group (Colorado) first reported a position in Watsco Inc in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Watsco Inc position peaked at $669K in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.