WANY
WSO icon

Wealthspire Advisors (New York)’s Watsco Inc WSO Stock Holding History

Wealthspire Advisors (New York)’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
-198
Closed -$79.9K – 2912
2025
Q3 		$79.9K Buy
+198
New +$84.7K ﹤0.01% 1080
2022
Q1 		– Sell
-792
Closed -$248K – 555
2021
Q4 		$248K Buy
+792
New +$235K 0.01% 472

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 $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 $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s WSO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 198 shares — an estimated $79.9K sold.

Wealthspire Advisors (New York) first reported a position in WSO in Q4 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 198 Watsco Inc shares in Q4 2025, an estimated $79.9K.
  • Wealthspire Advisors (New York) first reported a position in Watsco Inc in Q4 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Watsco Inc position peaked at $248K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.