Ensign Peak Advisors
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Ensign Peak Advisors’s Watsco Inc WSO Stock Holding History

Ensign Peak Advisors’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 		$1.34M Sell
3,209
-8,020
-71% -$3.22M ﹤0.01% 805
2026
Q1 		$4.08M Sell
11,229
-3,923
-26% -$1.52M 0.01% 568
2025
Q4 		$5.11M Buy
15,152
+7,550
+99% +$2.7M 0.01% 517
2025
Q3 		$3.07M Sell
7,602
-4,155
-35% -$1.78M 0.01% 700
2025
Q2 		$5.19M Sell
11,757
-11,097
-49% -$5.15M 0.01% 631
2025
Q1 		$11.6M Buy
22,854
+2,951
+15% +$1.45M 0.02% 422
2024
Q4 		$9.43M Sell
19,903
-2,794
-12% -$1.42M 0.02% 494
2024
Q3 		$11.2M Buy
22,697
+190
+0.8% +$91.3K 0.02% 440
2024
Q2 		$10.4M Sell
22,507
-170
-0.7% -$77.7K 0.02% 440
2024
Q1 		$9.8M Buy
22,677
+837
+4% +$336K 0.02% 457
2023
Q4 		$9.36M Buy
21,840
+10,370
+90% +$4.02M 0.02% 454
2023
Q3 		$4.33M Buy
11,470
+800
+7% +$289K 0.01% 613
2023
Q2 		$4.07M Buy
10,670
+1,185
+12% +$402K 0.01% 641
2023
Q1 		$3.02M Buy
9,485
+650
+7% +$191K 0.01% 696
2022
Q4 		$2.2M Sell
8,835
-1,950
-18% -$513K 0.01% 776
2022
Q3 		$2.78M Sell
10,785
-1,770
-14% -$480K 0.01% 679
2022
Q2 		$3M Hold
12,555
– – 0.01% 667
2022
Q1 		$3.83M Hold
12,555
– – 0.01% 664
2021
Q4 		$3.93M Sell
12,555
-12,930
-51% -$3.83M 0.01% 738
2021
Q3 		$6.74M Sell
25,485
-135
-0.5% -$37.9K 0.01% 528
2021
Q2 		$7.34M Sell
25,620
-3,040
-11% -$870K 0.01% 513
2021
Q1 		$7.47M Buy
28,660
+541
+2% +$133K 0.02% 493
2020
Q4 		$6.37M Sell
28,119
-1,951
-6% -$448K 0.01% 532
2020
Q3 		$7M Buy
30,070
+4,585
+18% +$1.03M 0.02% 531
2020
Q2 		$4.53M Hold
25,485
– – 0.01% 640
2020
Q1 		$4.03M Hold
25,485
– – 0.01% 572
2019
Q4 		$4.59M Buy
+25,485
New +$4.48M 0.01% 672

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

Ensign Peak Advisors's WSO Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Watsco Inc (WSO) stake by 71% in Q2 2026, selling an estimated $3.22M and leaving 3,209 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Ensign Peak Advisors first reported a position in WSO in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.6M in Q1 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Ensign Peak Advisors held 3,209 shares of Watsco Inc worth $1.34M as of Q2 2026.
  • Ensign Peak Advisors sold 8,020 Watsco Inc shares in Q2 2026, an estimated $3.22M.
  • Watsco Inc made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #805 holding.
  • Ensign Peak Advisors first reported a position in Watsco Inc in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Watsco Inc position peaked at $11.6M in Q1 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.