Aviva
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Aviva’s Watsco Inc WSO Stock Holding History

Aviva’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 		$12M Buy
28,839
+326
+1% +$131K 0.02% 524
2026
Q1 		$10.4M Buy
28,513
+586
+2% +$227K 0.02% 527
2025
Q4 		$9.41M Buy
27,927
+1,757
+7% +$627K 0.02% 554
2025
Q3 		$10.6M Buy
26,170
+477
+2% +$204K 0.02% 523
2025
Q2 		$11.3M Buy
25,693
+24,494
+2,043% +$11.4M 0.02% 494
2025
Q1 		$609K Buy
1,199
+40
+3% +$19.7K ﹤0.01% 687
2024
Q4 		$549K Sell
1,159
-190
-14% -$96.2K ﹤0.01% 790
2024
Q3 		$664K Buy
1,349
+44
+3% +$21.1K ﹤0.01% 721
2024
Q2 		$605K Sell
1,305
-263
-17% -$120K ﹤0.01% 780
2024
Q1 		$677K Sell
1,568
-453
-22% -$182K ﹤0.01% 733
2023
Q4 		$866K Buy
2,021
+331
+20% +$128K ﹤0.01% 695
2023
Q3 		$638K Sell
1,690
-2,406
-59% -$870K ﹤0.01% 742
2023
Q2 		$1.56M Sell
4,096
-613
-13% -$208K 0.01% 678
2023
Q1 		$1.5M Buy
4,709
+882
+23% +$259K 0.01% 731
2022
Q4 		$954K Sell
3,827
-1,981
-34% -$521K ﹤0.01% 879
2022
Q3 		$1.5M Sell
5,808
-2,347
-29% -$636K 0.01% 801
2022
Q2 		$1.95M Buy
8,155
+372
+5% +$97.9K 0.01% 839
2022
Q1 		$2.37M Sell
7,783
-602
-7% -$172K 0.01% 759
2021
Q4 		$2.62M Buy
8,385
+2,382
+40% +$706K 0.01% 759
2021
Q3 		$1.59M Buy
+6,003
New +$1.68M 0.01% 866
2021
Q2 		– Sell
-4,673
Closed -$1.22M – 987
2021
Q1 		$1.22M Sell
4,673
-29,020
-86% -$7.16M 0.01% 826
2020
Q4 		$7.63M Sell
33,693
-2,438
-7% -$560K 0.04% 386
2020
Q3 		$8.41M Sell
36,131
-41,226
-53% -$9.29M 0.05% 323
2020
Q2 		$13.7M Sell
77,357
-15,691
-17% -$2.6M 0.09% 202
2020
Q1 		$14.7M Buy
93,048
+13,262
+17% +$2.24M 0.11% 164
2019
Q4 		$14.4M Buy
79,786
+1,669
+2% +$294K 0.09% 207
2019
Q3 		$13.2M Buy
+78,117
New +$12.7M 0.09% 207

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

Aviva's WSO Position: Q2 2026 in Review

Aviva increased its Watsco Inc (WSO) stake by 1.1% in Q2 2026, buying an estimated $131K and bringing the position to 28,839 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #524.

Aviva first reported a position in WSO in Q3 2019 and has held it in 27 quarters since. The position peaked at $14.7M in Q1 2020. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Aviva held 28,839 shares of Watsco Inc worth $12M as of Q2 2026.
  • Aviva bought 326 Watsco Inc shares in Q2 2026, an estimated $131K.
  • Watsco Inc made up 0.02% of Aviva's portfolio in Q2 2026, its #524 holding.
  • Aviva first reported a position in Watsco Inc in Q3 2019 and has held it in 27 quarters since.
  • Aviva's Watsco Inc position peaked at $14.7M in Q1 2020.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.