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Eastern Bank’s Watsco Inc WSO Stock Holding History

Eastern Bank’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 		$587K Sell
1,408
-906
-39% -$364K 0.01% 267
2026
Q1 		$842K Sell
2,314
-415
-15% -$161K 0.01% 218
2025
Q4 		$920K Buy
2,729
+84
+3% +$30K 0.02% 202
2025
Q3 		$1.07M Buy
2,645
+20
+0.8% +$8.55K 0.02% 187
2025
Q2 		$1.16M Sell
2,625
-27
-1% -$12.5K 0.02% 181
2025
Q1 		$1.35M Sell
2,652
-282
-10% -$139K 0.03% 186
2024
Q4 		$1.39M Sell
2,934
-40
-1% -$20.3K 0.03% 189
2024
Q3 		$1.46M Buy
+2,974
New +$1.43M 0.03% 204

Other funds holding WSO

DC
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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Eastern Bank's WSO Position: Q2 2026 in Review

Eastern Bank reduced its Watsco Inc (WSO) stake by 39% in Q2 2026, selling an estimated $364K and leaving 1,408 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #267.

Eastern Bank first reported a position in WSO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2024. 95 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Eastern Bank held 1,408 shares of Watsco Inc worth $587K as of Q2 2026.
  • Eastern Bank sold 906 Watsco Inc shares in Q2 2026, an estimated $364K.
  • Watsco Inc made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #267 holding.
  • Eastern Bank first reported a position in Watsco Inc in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's Watsco Inc position peaked at $1.46M in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.