Daiwa Securities Group
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Daiwa Securities Group’s Watsco Inc WSO Stock Holding History

Daiwa Securities Group’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 		$1.74M Buy
4,164
+147
+4% +$59.1K ﹤0.01% 722
2026
Q1 		$1.46M Buy
4,017
+281
+8% +$109K ﹤0.01% 713
2025
Q4 		$1.26M Sell
3,736
-36
-1% -$12.9K ﹤0.01% 741
2025
Q3 		$1.52M Buy
3,772
+872
+30% +$373K 0.01% 692
2025
Q2 		$1.28M Hold
2,900
– – ﹤0.01% 704
2025
Q1 		$1.47M Buy
2,900
+100
+4% +$49.3K 0.01% 662
2024
Q4 		$1.33M Buy
2,800
+100
+4% +$50.6K 0.01% 680
2024
Q3 		$1.33M Buy
2,700
+300
+13% +$144K 0.01% 677
2024
Q2 		$1.11M Buy
2,400
+200
+9% +$91.4K 0.01% 684
2024
Q1 		$950K Buy
2,200
+100
+5% +$40.2K 0.01% 724
2023
Q4 		$900K Buy
2,100
+100
+5% +$38.7K 0.01% 720
2023
Q3 		$755K Hold
2,000
– – 0.01% 747
2023
Q2 		$763K Buy
+2,000
New +$678K 0.01% 732

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

Daiwa Securities Group's WSO Position: Q2 2026 in Review

Daiwa Securities Group increased its Watsco Inc (WSO) stake by 3.7% in Q2 2026, buying an estimated $59.1K and bringing the position to 4,164 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Daiwa Securities Group first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Daiwa Securities Group held 4,164 shares of Watsco Inc worth $1.74M as of Q2 2026.
  • Daiwa Securities Group bought 147 Watsco Inc shares in Q2 2026, an estimated $59.1K.
  • Watsco Inc made up ﹤0.01% of Daiwa Securities Group's portfolio in Q2 2026, its #722 holding.
  • Daiwa Securities Group first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.