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TFC Financial Management’s Watsco Inc WSO Stock Holding History

TFC Financial 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 -$405 – 1062
2025
Q3 		$405 Hold
1
– – ﹤0.01% 743
2025
Q2 		$442 Hold
1
– – ﹤0.01% 711
2025
Q1 		$509 Hold
1
– – ﹤0.01% 642
2024
Q4 		$474 Hold
1
– – ﹤0.01% 666
2024
Q3 		$492 Hold
1
– – ﹤0.01% 669
2024
Q2 		$464 Hold
1
– – ﹤0.01% 645
2024
Q1 		$432 Buy
+1
New +$402 ﹤0.01% 651

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $34.9B AUM 18.88% 1-Year Est. Return

TFC Financial Management's WSO Position: Q4 2025 in Review

TFC Financial Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 1 share — an estimated $405 sold.

TFC Financial Management first reported a position in WSO in Q1 2024 and held it in 7 quarters. The position peaked at $509 in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • TFC Financial Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Watsco Inc share in Q4 2025, an estimated $405.
  • TFC Financial Management first reported a position in Watsco Inc in Q1 2024 and held it in 7 quarters.
  • TFC Financial Management's Watsco Inc position peaked at $509 in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.