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IFM Investors’s Watsco Inc WSO Stock Holding History

IFM Investors’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 		$3.69M Buy
8,857
+1,396
+19% +$561K 0.02% 472
2026
Q1 		$2.71M Buy
+7,461
New +$2.89M 0.02% 494
2025
Q4 		– Sell
-6,999
Closed -$2.79M – 665
2025
Q3 		$2.79M Hold
6,999
– – 0.02% 472
2025
Q2 		$3.09M Buy
6,999
+311
+5% +$144K 0.03% 442
2025
Q1 		$3.4M Sell
6,688
-255
-4% -$126K 0.04% 414
2024
Q4 		$3.29M Sell
6,943
-413
-6% -$209K 0.03% 427
2024
Q3 		$3.62M Buy
7,356
+123
+2% +$59.1K 0.03% 432
2024
Q2 		$3.35M Hold
7,233
– – 0.03% 431
2024
Q1 		$3.12M Buy
+7,233
New +$2.91M 0.03% 447
2023
Q4 		– Sell
-6,621
Closed -$2.5M – 637
2023
Q3 		$2.5M Hold
6,621
– – 0.03% 457
2023
Q2 		$2.53M Buy
+6,621
New +$2.25M 0.03% 457

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

IFM Investors's WSO Position: Q2 2026 in Review

IFM Investors increased its Watsco Inc (WSO) stake by 19% in Q2 2026, buying an estimated $561K and bringing the position to 8,857 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #472.

IFM Investors first reported a position in WSO in Q2 2023 and has held it in 11 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • IFM Investors held 8,857 shares of Watsco Inc worth $3.69M as of Q2 2026.
  • IFM Investors bought 1,396 Watsco Inc shares in Q2 2026, an estimated $561K.
  • Watsco Inc made up 0.02% of IFM Investors's portfolio in Q2 2026, its #472 holding.
  • IFM Investors first reported a position in Watsco Inc in Q2 2023 and has held it in 11 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.