Bank Julius Baer & Co
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Bank Julius Baer & Co’s Watsco Inc WSO Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-3,948
Closed -$1.35M – 721
2025
Q4 		$1.35M Buy
+3,948
New +$1.41M ﹤0.01% 352

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 $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Bank Julius Baer & Co's WSO Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 3,948 shares — an estimated $1.35M sold.

Bank Julius Baer & Co first reported a position in WSO in Q4 2025 and held it in 1 quarter. The position peaked at $1.35M in Q4 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,948 Watsco Inc shares in Q1 2026, an estimated $1.35M.
  • Bank Julius Baer & Co first reported a position in Watsco Inc in Q4 2025 and held it in 1 quarter.
  • Bank Julius Baer & Co's Watsco Inc position peaked at $1.35M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.