BOK Financial’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $791K | Sell |
1,899
-79
| -4% | -$31.8K | 0.01% | 475 |
|
|
2026
Q1 | $720K | Sell |
1,978
-2,003
| -50% | -$776K | 0.01% | 474 |
|
|
2025
Q4 | $1.34M | Sell |
3,981
-2,722
| -41% | -$972K | 0.02% | 378 |
|
|
2025
Q3 | $2.71M | Buy |
6,703
+4,082
| +156% | +$1.75M | 0.04% | 299 |
|
|
2025
Q2 | $1.16M | Buy |
2,621
+147
| +6% | +$68.2K | 0.02% | 427 |
|
|
2025
Q1 | $1.26M | Sell |
2,474
-6
| -0.2% | -$2.96K | 0.02% | 410 |
|
|
2024
Q4 | $1.15M | Sell |
2,480
-15
| -0.6% | -$7.6K | 0.02% | 422 |
|
|
2024
Q3 | $1.21M | Buy |
2,495
+50
| +2% | +$24K | 0.02% | 409 |
|
|
2024
Q2 | $1.13M | Sell |
2,445
-43
| -2% | -$19.7K | 0.02% | 451 |
|
|
2024
Q1 | $1.08M | Sell |
2,488
-11
| -0.4% | -$4.42K | 0.02% | 467 |
|
|
2023
Q4 | $1.07M | Buy |
2,499
+30
| +1% | +$11.6K | 0.02% | 448 |
|
|
2023
Q3 | $861K | Sell |
2,469
-57
| -2% | -$20.6K | 0.02% | 463 |
|
|
2023
Q2 | $964K | Buy |
2,526
+115
| +5% | +$39K | 0.02% | 462 |
|
|
2023
Q1 | $767K | Sell |
2,411
-5,371
| -69% | -$1.58M | 0.02% | 506 |
|
|
2022
Q4 | $1.94M | Buy |
7,782
+147
| +2% | +$38.7K | 0.04% | 374 |
|
|
2022
Q3 | $1.97M | Buy |
7,635
+281
| +4% | +$76.1K | 0.04% | 360 |
|
|
2022
Q2 | $1.76M | Sell |
7,354
-5
| -0.1% | -$1.32K | 0.03% | 400 |
|
|
2022
Q1 | $2.24M | Sell |
7,359
-38
| -0.5% | -$10.8K | 0.04% | 378 |
|
|
2021
Q4 | $2.31M | Buy |
7,397
+27
| +0.4% | +$8K | 0.04% | 373 |
|
|
2021
Q3 | $1.95M | Buy |
+7,370
| New | +$2.07M | 0.03% | 403 |
|
|
2021
Q1 | $1.93M | Buy |
7,403
+354
| +5% | +$87.3K | 0.04% | 393 |
|
|
2020
Q4 | $1.6M | Buy |
7,049
+726
| +11% | +$167K | 0.03% | 412 |
|
|
2020
Q3 | $1.47M | Sell |
6,323
-228
| -3% | -$51.4K | 0.03% | 381 |
|
|
2020
Q2 | $1.16M | Buy |
6,551
+139
| +2% | +$23K | 0.03% | 425 |
|
|
2020
Q1 | $1.01M | Sell |
6,412
-929
| -13% | -$157K | 0.03% | 414 |
|
|
2019
Q4 | $1.32M | Sell |
7,341
-348
| -5% | -$61.2K | 0.03% | 443 |
|
|
2019
Q3 | $1.3M | Buy |
7,689
+27
| +0.4% | +$4.38K | 0.03% | 440 |
|
|
2019
Q2 | $1.25M | Sell |
7,662
-821
| -10% | -$129K | 0.03% | 439 |
|
|
2019
Q1 | $1.22M | Buy |
8,483
+47
| +0.6% | +$6.74K | 0.03% | 440 |
|
|
2018
Q4 | $1.17M | Buy |
8,436
+2,461
| +41% | +$375K | 0.03% | 421 |
|
|
2018
Q3 | $1.06M | Buy |
5,975
+77
| +1% | +$13.6K | 0.03% | 486 |
|
|
2018
Q2 | $1.05M | Sell |
5,898
-48
| -0.8% | -$8.73K | 0.03% | 478 |
|
|
2018
Q1 | $1.08M | Buy |
5,946
+155
| +3% | +$26.9K | 0.03% | 458 |
|
|
2017
Q4 | $985K | Sell |
5,791
-34
| -0.6% | -$5.62K | 0.03% | 496 |
|
|
2017
Q3 | $938K | Sell |
5,825
-88
| -1% | -$13.3K | 0.03% | 511 |
|
|
2017
Q2 | $912K | Buy |
5,913
+1,847
| +45% | +$264K | 0.03% | 493 |
|
|
2017
Q1 | $582K | Buy |
4,066
+1,553
| +62% | +$233K | 0.02% | 623 |
|
|
2016
Q4 | $372K | Buy |
+2,513
| New | +$364K | 0.01% | 710 |
|
Other funds holding WSO
BOK Financial's WSO Position: Q2 2026 in Review
BOK Financial reduced its Watsco Inc (WSO) stake by 4% in Q2 2026, selling an estimated $31.8K and leaving 1,899 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #475.
BOK Financial first reported a position in WSO in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.71M in Q3 2025. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.
- BOK Financial held 1,899 shares of Watsco Inc worth $791K as of Q2 2026.
- BOK Financial sold 79 Watsco Inc shares in Q2 2026, an estimated $31.8K.
- Watsco Inc made up 0.01% of BOK Financial's portfolio in Q2 2026, its #475 holding.
- BOK Financial first reported a position in Watsco Inc in Q4 2016 and has held it in 38 quarters since.
- BOK Financial's Watsco Inc position peaked at $2.71M in Q3 2025.
- 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.
Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.