Achmea Investment Management’s Watsco Inc WSO Stock Holding History

Achmea Investment 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 Q3	–	Sell	-15,722	Closed	-$6.94M	–	335
2025 Q2	$6.94M	Sell	15,722 -2,227	-12%	-$1.03M	0.09%	197
2025 Q1	$9.12M	Buy	17,949 +3,871	+27%	+$1.91M	0.13%	171
2024 Q4	$6.67M	Sell	14,078 -1,460	-9%	-$739K	0.11%	192
2024 Q3	$7.64M	Sell	15,538 -5,584	-26%	-$2.68M	0.13%	180
2024 Q2	$9.79M	Sell	21,122 -17,191	-45%	-$7.86M	0.18%	142
2024 Q1	$16.6M	Hold	38,313	–	–	0.32%	79
2023 Q4	$16.4M	Sell	38,313 -5,109	-12%	-$1.98M	0.34%	74
2023 Q3	$16.4M	Buy	43,422 +34,135	+368%	+$12.3M	0.36%	71
2023 Q2	$3.54M	Buy	+9,287	New	+$3.15M	0.07%	262

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Achmea Investment Management's WSO Position: Q3 2025 in Review

Achmea Investment Management sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 15,722 shares — an estimated $6.94M sold.

Achmea Investment Management first reported a position in WSO in Q2 2023 and held it in 9 quarters. The position peaked at $16.6M in Q1 2024. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

Achmea Investment Management reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
Achmea Investment Management sold 15,722 Watsco Inc shares in Q3 2025, an estimated $6.94M.
Achmea Investment Management first reported a position in Watsco Inc in Q2 2023 and held it in 9 quarters.
Achmea Investment Management's Watsco Inc position peaked at $16.6M in Q1 2024.
779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Achmea Investment Management's 13F filing for Q3 2025, filed 21 Nov 2025.