Tucker Asset Management’s Watsco Inc WSO Stock Holding History

Tucker 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	$2.36K	Buy	+7	New	+$2.5K	﹤0.01%	819
2025 Q1	–	Sell	-7	Closed	-$3.32K	–	947
2024 Q4	$3.32K	Hold	7	–	–	﹤0.01%	1092
2024 Q3	$3.44K	Sell	7 -5	-42%	-$2.4K	﹤0.01%	1030
2024 Q2	$5.56K	Buy	12 +7	+140%	+$3.2K	﹤0.01%	1012
2024 Q1	$2.16K	Hold	5	–	–	﹤0.01%	1295
2023 Q4	$2.14K	Hold	5	–	–	﹤0.01%	1113
2023 Q3	$1.89K	Hold	5	–	–	﹤0.01%	1047
2023 Q2	$1.91K	Sell	5 -9	-64%	-$3.05K	﹤0.01%	865
2023 Q1	$4.45K	Buy	14 +9	+180%	+$2.64K	﹤0.01%	734
2022 Q4	$1.26K	Hold	5	–	–	﹤0.01%	617
2022 Q3	$1.35K	Hold	5	–	–	﹤0.01%	617
2022 Q2	$1.19K	Hold	5	–	–	﹤0.01%	508
2022 Q1	$1.52K	Hold	5	–	–	﹤0.01%	456
2021 Q4	$1.54K	Hold	5	–	–	﹤0.01%	378
2021 Q3	$1.45K	Hold	5	–	–	﹤0.01%	312
2021 Q2	$1.43K	Hold	5	–	–	﹤0.01%	288
2021 Q1	$1.3K	Sell	5 -3	-38%	-$740	﹤0.01%	276
2020 Q4	$1.81K	Buy	+8	New	+$1.84K	﹤0.01%	279

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

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

Tucker Asset Management opened a new position in Watsco Inc (WSO) in Q4 2025: 7 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in WSO as recently as Q4 2024.

Tucker Asset Management first reported a position in WSO in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.56K in Q2 2024. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

Tucker Asset Management held 7 shares of Watsco Inc worth $2.36K as of Q4 2025.
Watsco Inc was a new Tucker Asset Management position in Q4 2025.
Watsco Inc made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #819 holding.
Tucker Asset Management first reported a position in Watsco Inc in Q4 2020 and has held it in 18 quarters since.
Tucker Asset Management's Watsco Inc position peaked at $5.56K in Q2 2024.
766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.