HW
WSO icon

Hancock Whitney’s Watsco Inc WSO Stock Holding History

Hancock Whitney’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 		$1.14M Buy
2,745
+822
+43% +$330K 0.02% 418
2026
Q1 		$703K Buy
+1,923
New +$745K 0.01% 494
2014
Q3 		– Sell
-80,650
Closed -$8.29M – 527
2014
Q2 		$8.29M Buy
+80,650
New +$8.16M 0.3% 157

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

Hancock Whitney's WSO Position: Q2 2026 in Review

Hancock Whitney increased its Watsco Inc (WSO) stake by 43% in Q2 2026, buying an estimated $330K and bringing the position to 2,745 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #418.

Hancock Whitney first reported a position in WSO in Q2 2014 and has held it in 3 quarters since. The position peaked at $8.29M in Q2 2014. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Hancock Whitney held 2,745 shares of Watsco Inc worth $1.14M as of Q2 2026.
  • Hancock Whitney bought 822 Watsco Inc shares in Q2 2026, an estimated $330K.
  • Watsco Inc made up 0.02% of Hancock Whitney's portfolio in Q2 2026, its #418 holding.
  • Hancock Whitney first reported a position in Watsco Inc in Q2 2014 and has held it in 3 quarters since.
  • Hancock Whitney's Watsco Inc position peaked at $8.29M in Q2 2014.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.