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Waterloo Capital’s Watsco Inc WSO Stock Holding History

Waterloo Capital’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
-883
Closed -$357K – 499
2025
Q3 		$357K Buy
883
+7
+0.8% +$2.99K 0.03% 336
2025
Q2 		$387K Sell
876
-35
-4% -$16.2K 0.03% 312
2025
Q1 		$463K Buy
911
+169
+23% +$83.3K 0.04% 256
2024
Q4 		$352K Sell
742
-75
-9% -$38K 0.04% 278
2024
Q3 		$402K Buy
817
+152
+23% +$73.1K 0.04% 271
2024
Q2 		$308K Buy
+665
New +$304K 0.04% 288

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

Waterloo Capital's WSO Position: Q4 2025 in Review

Waterloo Capital sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 883 shares — an estimated $357K sold.

Waterloo Capital first reported a position in WSO in Q2 2024 and held it in 6 quarters. The position peaked at $463K in Q1 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Waterloo Capital reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Waterloo Capital sold 883 Watsco Inc shares in Q4 2025, an estimated $357K.
  • Waterloo Capital first reported a position in Watsco Inc in Q2 2024 and held it in 6 quarters.
  • Waterloo Capital's Watsco Inc position peaked at $463K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.