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Leonteq Securities AG’s Watsco Inc WSO Stock Holding History

Leonteq Securities AG’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 		$5K Hold
12
– – ﹤0.01% 1090
2026
Q1 		$4.37K Hold
12
– – ﹤0.01% 1131
2025
Q4 		$4.04K Hold
12
– – ﹤0.01% 1271
2025
Q3 		$4.85K Buy
12
+4
+50% +$1.71K ﹤0.01% 1174
2025
Q2 		$3.53K Buy
+8
New +$3.71K ﹤0.01% 1150
2023
Q1 		– Sell
-200
Closed -$49.9K – 1347
2022
Q4 		$49.9K Hold
200
– – ﹤0.01% 833
2022
Q3 		$51.5K Buy
+200
New +$54.2K ﹤0.01% 801

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

Leonteq Securities AG's WSO Position: Q2 2026 in Review

Leonteq Securities AG held its Watsco Inc (WSO) position steady in Q2 2026 at 12 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Leonteq Securities AG first reported a position in WSO in Q3 2022 and has held it in 7 quarters since. The position peaked at $51.5K in Q3 2022. 780 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Leonteq Securities AG held 12 shares of Watsco Inc worth $5K as of Q2 2026.
  • Leonteq Securities AG left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #1090 holding.
  • Leonteq Securities AG first reported a position in Watsco Inc in Q3 2022 and has held it in 7 quarters since.
  • Leonteq Securities AG's Watsco Inc position peaked at $51.5K in Q3 2022.
  • 780 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.