Trust Company of Toledo’s Watsco Inc WSO Stock Holding History

Trust Company of Toledo’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	-190	Closed	-$76.8K	–	794
2025 Q3	$76.8K	Hold	190	–	–	0.01%	375
2025 Q2	$83.9K	Buy	+190	New	+$88.1K	0.01%	353

Other funds holding WSO

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Trust Company of Toledo's WSO Position: Q4 2025 in Review

Trust Company of Toledo sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 190 shares — an estimated $76.8K sold.

Trust Company of Toledo first reported a position in WSO in Q2 2025 and held it in 2 quarters. The position peaked at $83.9K in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Trust Company of Toledo reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
Trust Company of Toledo sold 190 Watsco Inc shares in Q4 2025, an estimated $76.8K.
Trust Company of Toledo first reported a position in Watsco Inc in Q2 2025 and held it in 2 quarters.
Trust Company of Toledo's Watsco Inc position peaked at $83.9K in Q2 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Trust Company of Toledo's 13F filing for Q4 2025, filed 20 Jan 2026.