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Atlantic Union Bankshares’s Watsco Inc WSO Stock Holding History

Atlantic Union Bankshares’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 		$1.45M Hold
3,490
– – 0.02% 324
2026
Q1 		$1.27M Buy
3,490
+32
+0.9% +$12.4K 0.02% 329
2025
Q4 		$1.17M Buy
3,458
+16
+0.5% +$5.71K 0.02% 356
2025
Q3 		$1.39M Buy
+3,442
New +$1.47M 0.03% 335

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

Atlantic Union Bankshares's WSO Position: Q2 2026 in Review

Atlantic Union Bankshares held its Watsco Inc (WSO) position steady in Q2 2026 at 3,490 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #324.

Atlantic Union Bankshares first reported a position in WSO in Q3 2025 and has held it in 4 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Atlantic Union Bankshares held 3,490 shares of Watsco Inc worth $1.45M as of Q2 2026.
  • Atlantic Union Bankshares left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #324 holding.
  • Atlantic Union Bankshares first reported a position in Watsco Inc in Q3 2025 and has held it in 4 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.