J. Safra Sarasin Holding’s Watsco Inc WSO Stock Holding History

J. Safra Sarasin Holding’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	$488K	Buy	+1,171	New	+$471K	0.01%	545

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

J. Safra Sarasin Holding's WSO Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in Watsco Inc (WSO) in Q2 2026: 1,171 shares worth $488K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings.

781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

J. Safra Sarasin Holding held 1,171 shares of Watsco Inc worth $488K as of Q2 2026.
Watsco Inc was a new J. Safra Sarasin Holding position in Q2 2026.
Watsco Inc made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #545 holding.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.