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Generali Asset Management’s Watsco Inc WSO Stock Holding History

Generali 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 		$523K Buy
+1,255
New +$504K 0.01% 403
2025
Q4 		– Sell
-2,548
Closed -$1.03M – 520
2025
Q3 		$1.03M Sell
2,548
-1,964
-44% -$840K 0.02% 411
2025
Q2 		$1.99M Sell
4,512
-1,275
-22% -$591K 0.05% 310
2025
Q1 		$2.94M Buy
+5,787
New +$2.85M 0.07% 240

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

Generali Asset Management's WSO Position: Q2 2026 in Review

Generali Asset Management opened a new position in Watsco Inc (WSO) in Q2 2026: 1,255 shares worth $523K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Generali Asset Management previously reported a position in WSO as recently as Q3 2025.

Generali Asset Management first reported a position in WSO in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.94M in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Generali Asset Management held 1,255 shares of Watsco Inc worth $523K as of Q2 2026.
  • Watsco Inc was a new Generali Asset Management position in Q2 2026.
  • Watsco Inc made up 0.01% of Generali Asset Management's portfolio in Q2 2026, its #403 holding.
  • Generali Asset Management first reported a position in Watsco Inc in Q1 2025 and has held it in 4 quarters since.
  • Generali Asset Management's Watsco Inc position peaked at $2.94M in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.