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Amalgamated Bank’s Watsco Inc WSO Stock Holding History

Amalgamated Bank’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 		$6.63M Buy
15,922
+217
+1% +$87.2K 0.05% 327
2026
Q1 		$5.71M Buy
15,705
+230
+1% +$89.1K 0.04% 363
2025
Q4 		$5.21M Sell
15,475
-592
-4% -$211K 0.04% 397
2025
Q3 		$6.5M Buy
16,067
+6
+0% +$2.57K 0.05% 315
2025
Q2 		$7.09M Sell
16,061
-238
-1% -$110K 0.05% 274
2025
Q1 		$8.29M Sell
16,299
-695
-4% -$343K 0.07% 221
2024
Q4 		$8.05M Sell
16,994
-134
-0.8% -$67.9K 0.07% 229
2024
Q3 		$8.43M Buy
17,128
+809
+5% +$389K 0.07% 225
2024
Q2 		$7.56M Sell
16,319
-1,003
-6% -$458K 0.06% 253
2024
Q1 		$7.48M Sell
17,322
-6,304
-27% -$2.53M 0.06% 285
2023
Q4 		$10.1M Buy
23,626
+79
+0.3% +$30.6K 0.08% 204
2023
Q3 		$8.89M Sell
23,547
-76
-0.3% -$27.5K 0.08% 234
2023
Q2 		$9.01M Sell
23,623
-610
-3% -$207K 0.07% 235
2023
Q1 		$7.71M Sell
24,233
-2,696
-10% -$792K 0.07% 264
2022
Q4 		$6.72M Buy
26,929
+1,615
+6% +$425K 0.06% 318
2022
Q3 		$6.52M Buy
25,314
+709
+3% +$192K 0.06% 285
2022
Q2 		$5.88M Buy
24,605
+859
+4% +$226K 0.05% 328
2022
Q1 		$7.23M Sell
23,746
-831
-3% -$237K 0.06% 315
2021
Q4 		$7.69M Sell
24,577
-348
-1% -$103K 0.06% 318
2021
Q3 		$6.6M Sell
24,925
-2,399
-9% -$673K 0.06% 352
2021
Q2 		$7.83M Buy
27,324
+23,255
+572% +$6.66M 0.06% 307
2021
Q1 		$1.06M Sell
4,069
-268
-6% -$66.1K 0.04% 520
2020
Q4 		$983K Buy
4,337
+12
+0.3% +$2.76K 0.04% 552
2020
Q3 		$1.01M Sell
4,325
-20
-0.5% -$4.5K 0.04% 445
2020
Q2 		$772K Sell
4,345
-2,940
-40% -$487K 0.04% 550
2020
Q1 		$1.15M Sell
7,285
-140
-2% -$23.6K 0.03% 559
2019
Q4 		$1.34M Buy
7,425
+802
+12% +$141K 0.02% 683
2019
Q3 		$1.12M Sell
6,623
-96
-1% -$15.6K 0.02% 702
2019
Q2 		$1.1M Sell
6,719
-616
-8% -$96.8K 0.03% 718
2019
Q1 		$1.05M Buy
7,335
+107
+1% +$15.4K 0.03% 689
2018
Q4 		$1.01M Buy
7,228
+2,201
+44% +$335K 0.03% 643
2018
Q3 		$895K Sell
5,027
-2,470
-33% -$436K 0.02% 733
2018
Q2 		$1.34M Buy
7,497
+708
+10% +$129K 0.03% 598
2018
Q1 		$1.23M Buy
6,789
+424
+7% +$73.5K 0.03% 597
2017
Q4 		$1.08M Buy
6,365
+338
+6% +$55.8K 0.03% 678
2017
Q3 		$971K Sell
6,027
-84
-1% -$12.7K 0.03% 665
2017
Q2 		$942K Buy
6,111
+1,917
+46% +$274K 0.03% 689
2017
Q1 		$600K Sell
4,194
-814
-16% -$122K 0.03% 730
2016
Q4 		$742K Buy
5,008
+483
+11% +$70K 0.03% 637
2016
Q3 		$638K Sell
4,525
-5
-0.1% -$716 0.04% 617
2016
Q2 		$649K Buy
4,530
+1,332
+42% +$179K 0.04% 605
2016
Q1 		$431K Buy
3,198
+243
+8% +$29.5K 0.04% 620
2015
Q4 		$346K Sell
2,955
-207
-7% -$25.5K 0.04% 668
2015
Q3 		$375K Buy
3,162
+39
+1% +$4.86K 0.04% 715
2015
Q2 		$386K Buy
3,123
+379
+14% +$47.2K 0.04% 762
2015
Q1 		$345K Buy
2,744
+104
+4% +$11.9K 0.04% 609
2014
Q4 		$282K Buy
2,640
+3
+0.1% +$298 0.04% 618
2014
Q3 		$227K Hold
2,637
– – 0.03% 741
2014
Q2 		$271K Sell
2,637
-116
-4% -$11.7K 0.04% 654
2014
Q1 		$275K Sell
2,753
-24
-0.9% -$2.32K 0.05% 603
2013
Q4 		$267K Buy
+2,777
New +$264K 0.05% 626

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Amalgamated Bank's WSO Position: Q2 2026 in Review

Amalgamated Bank increased its Watsco Inc (WSO) stake by 1.4% in Q2 2026, buying an estimated $87.2K and bringing the position to 15,922 shares worth $6.63M. The position accounts for 0.05% of the portfolio, ranked #327.

Amalgamated Bank first reported a position in WSO in Q4 2013 and has held it in 51 quarters since. The position peaked at $10.1M in Q4 2023. 428 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Amalgamated Bank held 15,922 shares of Watsco Inc worth $6.63M as of Q2 2026.
  • Amalgamated Bank bought 217 Watsco Inc shares in Q2 2026, an estimated $87.2K.
  • Watsco Inc made up 0.05% of Amalgamated Bank's portfolio in Q2 2026, its #327 holding.
  • Amalgamated Bank first reported a position in Watsco Inc in Q4 2013 and has held it in 51 quarters since.
  • Amalgamated Bank's Watsco Inc position peaked at $10.1M in Q4 2023.
  • 428 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.