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VisionPoint Advisory Group’s Watsco Inc WSO Stock Holding History

VisionPoint Advisory Group’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
-897
Closed -$363K – 435
2025
Q3 		$363K Buy
+897
New +$384K 0.07% 260
2025
Q1 		– Sell
-151
Closed -$70.8K – 318
2024
Q4 		$70.8K Buy
+151
New +$76.5K 0.02% 258
2024
Q3 		– Sell
-90
Closed -$41.7K – 789
2024
Q2 		$41.7K Buy
90
+7
+8% +$3.2K 0.01% 293
2024
Q1 		$35.9K Buy
83
+26
+46% +$10.4K 0.01% 313
2023
Q4 		$24.4K Buy
57
+48
+533% +$18.6K 0.01% 339
2023
Q3 		$3.4K Sell
9
-1,152
-99% -$417K ﹤0.01% 544
2023
Q2 		$443K Sell
1,161
-315
-21% -$107K 0.18% 93
2023
Q1 		$497K Sell
1,476
-613
-29% -$180K 0.22% 79
2022
Q4 		$625K Sell
2,089
-500
-19% -$131K 0.26% 66
2022
Q3 		$667K Buy
2,589
+152
+6% +$41.2K 0.32% 39
2022
Q2 		$714K Buy
+2,437
New +$641K 0.28% 43

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

VisionPoint Advisory Group's WSO Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 897 shares — an estimated $363K sold.

VisionPoint Advisory Group first reported a position in WSO in Q2 2022 and held it in 11 quarters. The position peaked at $714K in Q2 2022. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • VisionPoint Advisory Group reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 897 Watsco Inc shares in Q4 2025, an estimated $363K.
  • VisionPoint Advisory Group first reported a position in Watsco Inc in Q2 2022 and held it in 11 quarters.
  • VisionPoint Advisory Group's Watsco Inc position peaked at $714K in Q2 2022.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.