Bank of Nova Scotia
WSO icon

Bank of Nova Scotia’s Watsco Inc WSO Stock Holding History

Bank of Nova Scotia’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 		$1.3M Sell
3,574
-125
-3% -$48.4K ﹤0.01% 808
2025
Q4 		$1.25M Buy
3,699
+1,829
+98% +$653K ﹤0.01% 850
2025
Q3 		$756K Buy
1,870
+573
+44% +$245K ﹤0.01% 838
2025
Q2 		$573K Buy
1,297
+632
+95% +$293K ﹤0.01% 838
2025
Q1 		$338K Hold
665
– – ﹤0.01% 854
2024
Q4 		$315K Sell
665
-1,031
-61% -$522K ﹤0.01% 920
2024
Q3 		$834K Sell
1,696
-19
-1% -$9.13K ﹤0.01% 787
2024
Q2 		$794K Sell
1,715
-330
-16% -$151K ﹤0.01% 801
2024
Q1 		$883K Buy
2,045
+155
+8% +$62.3K ﹤0.01% 792
2023
Q4 		$810K Buy
1,890
+891
+89% +$345K ﹤0.01% 799
2023
Q3 		$377K Sell
999
-761
-43% -$275K ﹤0.01% 887
2023
Q2 		$671K Buy
1,760
+327
+23% +$111K ﹤0.01% 733
2023
Q1 		$456K Buy
+1,433
New +$421K ﹤0.01% 872
2021
Q3 		– Sell
-2,028
Closed -$581K – 1216
2021
Q2 		$581K Sell
2,028
-52,204
-96% -$14.9M ﹤0.01% 936
2021
Q1 		$14.1M Sell
54,232
-343
-0.6% -$84.6K 0.03% 341
2020
Q4 		$12.4M Sell
54,575
-7,086
-11% -$1.63M 0.03% 347
2020
Q3 		$14.4M Sell
61,661
-2,442
-4% -$550K 0.04% 303
2020
Q2 		$11.4M Buy
64,103
+60,958
+1,938% +$10.1M 0.04% 283
2020
Q1 		$497K Buy
+3,145
New +$531K ﹤0.01% 761

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of Nova Scotia's WSO Position: Q1 2026 in Review

Bank of Nova Scotia reduced its Watsco Inc (WSO) stake by 3.4% in Q1 2026, selling an estimated $48.4K and leaving 3,574 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Bank of Nova Scotia first reported a position in WSO in Q1 2020 and has held it in 19 quarters since. The position peaked at $14.4M in Q3 2020. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Bank of Nova Scotia held 3,574 shares of Watsco Inc worth $1.3M as of Q1 2026.
  • Bank of Nova Scotia sold 125 Watsco Inc shares in Q1 2026, an estimated $48.4K.
  • Watsco Inc made up ﹤0.01% of Bank of Nova Scotia's portfolio in Q1 2026, its #808 holding.
  • Bank of Nova Scotia first reported a position in Watsco Inc in Q1 2020 and has held it in 19 quarters since.
  • Bank of Nova Scotia's Watsco Inc position peaked at $14.4M in Q3 2020.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Bank of Nova Scotia's 13F filing for Q1 2026, filed 14 May 2026.