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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
Q2 		– Sell
-2,206
Closed -$803K – 2287
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 $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 $3.38T AUM 44.17% 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

INTECH Investment Management's WSO Position: Q2 2026 in Review

INTECH Investment Management sold out of Watsco Inc (WSO) in Q2 2026, closing a stake of 2,206 shares — an estimated $803K sold.

INTECH Investment Management first reported a position in WSO in Q2 2022 and held it in 16 quarters. The position peaked at $15.9M in Q4 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • INTECH Investment Management reported no remaining Watsco Inc position as of Q2 2026 after selling out during the quarter.
  • INTECH Investment Management sold 2,206 Watsco Inc shares in Q2 2026, an estimated $803K.
  • INTECH Investment Management first reported a position in Watsco Inc in Q2 2022 and held it in 16 quarters.
  • INTECH Investment Management's Watsco Inc position peaked at $15.9M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.