TIM
WSO icon

Tortoise Investment Management’s Watsco Inc WSO Stock Holding History

Tortoise Investment 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
-7
Closed -$2.83K – 1470
2025
Q3 		$2.83K Buy
7
+4
+133% +$1.71K ﹤0.01% 803
2025
Q2 		$1.32K Buy
+3
New +$1.39K ﹤0.01% 893
2025
Q1 		– Sell
-148
Closed -$70.1K – 887
2024
Q4 		$70.1K Buy
148
+64
+76% +$32.4K 0.01% 362
2024
Q3 		$41.3K Buy
84
+10
+14% +$4.81K ﹤0.01% 443
2024
Q2 		$34.3K Buy
74
+32
+76% +$14.6K ﹤0.01% 449
2024
Q1 		$18.1K Buy
+42
New +$16.9K ﹤0.01% 528

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

Tortoise Investment Management's WSO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 7 shares — an estimated $2.83K sold.

Tortoise Investment Management first reported a position in WSO in Q1 2024 and held it in 6 quarters. The position peaked at $70.1K in Q4 2024. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Tortoise Investment Management reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7 Watsco Inc shares in Q4 2025, an estimated $2.83K.
  • Tortoise Investment Management first reported a position in Watsco Inc in Q1 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Watsco Inc position peaked at $70.1K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.