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KLP Kapitalforvaltning’s Watsco Inc WSO Stock Holding History

KLP Kapitalforvaltning’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 		$6.08M Buy
14,600
+2,000
+16% +$804K 0.02% 473
2026
Q1 		$4.58M Buy
12,600
+200
+2% +$77.5K 0.02% 505
2025
Q4 		$4.18M Hold
12,400
– – 0.02% 524
2025
Q3 		$5.01M Hold
12,400
– – 0.02% 484
2025
Q2 		$5.48M Buy
12,400
+200
+2% +$92.8K 0.02% 461
2025
Q1 		$6.2M Buy
12,200
+400
+3% +$197K 0.03% 433
2024
Q4 		$5.59M Buy
+11,800
New +$5.98M 0.03% 461

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

KLP Kapitalforvaltning's WSO Position: Q2 2026 in Review

KLP Kapitalforvaltning increased its Watsco Inc (WSO) stake by 16% in Q2 2026, buying an estimated $804K and bringing the position to 14,600 shares worth $6.08M. The position accounts for 0.02% of the portfolio, ranked #473.

KLP Kapitalforvaltning first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.2M in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • KLP Kapitalforvaltning held 14,600 shares of Watsco Inc worth $6.08M as of Q2 2026.
  • KLP Kapitalforvaltning bought 2,000 Watsco Inc shares in Q2 2026, an estimated $804K.
  • Watsco Inc made up 0.02% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #473 holding.
  • KLP Kapitalforvaltning first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • KLP Kapitalforvaltning's Watsco Inc position peaked at $6.2M in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.