IIM
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INTECH Investment Management’s Watsco Inc WSO Stock Holding History

INTECH Investment 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
Q1 		$803K Sell
2,206
-44,836
-95% -$17.4M 0.01% 1103
2025
Q4 		$15.9M Buy
47,042
+22,742
+94% +$8.12M 0.14% 120
2025
Q3 		$9.82M Buy
24,300
+12,403
+104% +$5.3M 0.09% 198
2025
Q2 		$5.25M Buy
11,897
+3,272
+38% +$1.52M 0.05% 334
2025
Q1 		$4.38M Sell
8,625
-2,040
-19% -$1.01M 0.05% 364
2024
Q4 		$5.05M Buy
10,665
+4,790
+82% +$2.43M 0.05% 321
2024
Q3 		$2.89M Sell
5,875
-4,855
-45% -$2.33M 0.03% 382
2024
Q2 		$4.97M Buy
10,730
+8,927
+495% +$4.08M 0.06% 259
2024
Q1 		$779K Buy
1,803
+120
+7% +$48.2K 0.01% 490
2023
Q4 		$721K Buy
1,683
+362
+27% +$140K 0.01% 485
2023
Q3 		$499K Sell
1,321
-1,541
-54% -$557K 0.01% 580
2023
Q2 		$1.09M Buy
2,862
+139
+5% +$47.1K 0.01% 449
2023
Q1 		$866K Sell
2,723
-861
-24% -$253K 0.01% 542
2022
Q4 		$894K Sell
3,584
-61
-2% -$16K 0.01% 538
2022
Q3 		$938K Sell
3,645
-4,104
-53% -$1.11M 0.01% 513
2022
Q2 		$1.85M Buy
+7,749
New +$2.04M 0.01% 460

Other funds holding WSO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return