E. Ohman J:or Asset Management’s Watsco Inc WSO Stock Holding History

E. Ohman J:or Asset Management’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	$544K	Hold	1,305	–	–	0.01%	404
2026 Q1	$475K	Hold	1,305	–	–	0.01%	408
2025 Q4	$440K	Hold	1,305	–	–	0.01%	445
2025 Q3	$528K	Hold	1,305	–	–	0.01%	363
2025 Q2	$576K	Hold	1,305	–	–	0.01%	348
2025 Q1	$663K	Sell	1,305 -315	-19%	-$155K	0.02%	327
2024 Q4	$768K	Hold	1,620	–	–	0.02%	322
2024 Q3	$797K	Hold	1,620	–	–	0.02%	296
2024 Q2	$750K	Buy	1,620 +320	+25%	+$146K	0.02%	297
2024 Q1	$562K	Hold	1,300	–	–	0.01%	334
2023 Q4	$557K	Sell	1,300 -300	-19%	-$116K	0.02%	322
2023 Q3	$604K	Hold	1,600	–	–	0.02%	322
2023 Q2	$610K	Buy	+1,600	New	+$543K	0.02%	334

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

E. Ohman J:or Asset Management's WSO Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its Watsco Inc (WSO) position steady in Q2 2026 at 1,305 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #404.

E. Ohman J:or Asset Management first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $797K in Q3 2024. 457 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

E. Ohman J:or Asset Management held 1,305 shares of Watsco Inc worth $544K as of Q2 2026.
E. Ohman J:or Asset Management left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.01% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #404 holding.
E. Ohman J:or Asset Management first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
E. Ohman J:or Asset Management's Watsco Inc position peaked at $797K in Q3 2024.
457 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.