Aberdeen Group
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Aberdeen Group’s Watsco Inc WSO Stock Holding History

Aberdeen 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
2026
Q2 		$9.2M Sell
22,081
-2,726
-11% -$1.1M 0.01% 613
2026
Q1 		$9.02M Sell
24,807
-131
-0.5% -$50.8K 0.01% 605
2025
Q4 		$8.4M Buy
24,938
+53
+0.2% +$18.9K 0.01% 636
2025
Q3 		$9.96M Sell
24,885
-7,071
-22% -$3.02M 0.02% 606
2025
Q2 		$13.9M Buy
31,956
+19,136
+149% +$8.88M 0.02% 518
2025
Q1 		$6.47M Sell
12,820
-2,232
-15% -$1.1M 0.01% 652
2024
Q4 		$7.17M Buy
15,052
+56
+0.4% +$28.4K 0.01% 574
2024
Q3 		$7.38M Buy
14,996
+172
+1% +$82.7K 0.01% 578
2024
Q2 		$6.87M Buy
+14,824
New +$6.78M 0.01% 575

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Aberdeen Group's WSO Position: Q2 2026 in Review

Aberdeen Group reduced its Watsco Inc (WSO) stake by 11% in Q2 2026, selling an estimated $1.1M and leaving 22,081 shares worth $9.2M. The position accounts for 0.01% of the portfolio, ranked #613.

Aberdeen Group first reported a position in WSO in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.9M in Q2 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Aberdeen Group held 22,081 shares of Watsco Inc worth $9.2M as of Q2 2026.
  • Aberdeen Group sold 2,726 Watsco Inc shares in Q2 2026, an estimated $1.1M.
  • Watsco Inc made up 0.01% of Aberdeen Group's portfolio in Q2 2026, its #613 holding.
  • Aberdeen Group first reported a position in Watsco Inc in Q2 2024 and has held it in 9 quarters since.
  • Aberdeen Group's Watsco Inc position peaked at $13.9M in Q2 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.