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
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 $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

Daiwa Securities Group's WSO Position: Q1 2026 in Review

Daiwa Securities Group increased its Watsco Inc (WSO) stake by 7.5% in Q1 2026, buying an estimated $109K and bringing the position to 4,017 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Daiwa Securities Group first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q3 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Daiwa Securities Group held 4,017 shares of Watsco Inc worth $1.46M as of Q1 2026.
  • Daiwa Securities Group bought 281 Watsco Inc shares in Q1 2026, an estimated $109K.
  • Watsco Inc made up ﹤0.01% of Daiwa Securities Group's portfolio in Q1 2026, its #713 holding.
  • Daiwa Securities Group first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
  • Daiwa Securities Group's Watsco Inc position peaked at $1.52M in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.