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MassMutual Private Wealth & Trust’s Watsco Inc WSO Stock Holding History

MassMutual Private Wealth & Trust’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 		$328K Sell
787
-32
-4% -$12.9K 0.01% 375
2026
Q1 		$298K Buy
819
+36
+5% +$13.9K 0.01% 375
2025
Q4 		$264K Sell
783
-30
-4% -$10.7K 0.01% 394
2025
Q3 		$329K Sell
813
-33
-4% -$14.1K 0.01% 367
2025
Q2 		$374K Sell
846
-74
-8% -$34.3K 0.01% 358
2025
Q1 		$468K Sell
920
-1
-0.1% -$493 0.01% 329
2024
Q4 		$436K Buy
921
+827
+880% +$419K 0.01% 339
2024
Q3 		$46.2K Buy
94
+22
+31% +$10.6K ﹤0.01% 676
2024
Q2 		$33.4K Buy
72
+4
+6% +$1.83K ﹤0.01% 739
2024
Q1 		$29.4K Sell
68
-1
-1% -$402 ﹤0.01% 736
2023
Q4 		$29.6K Sell
69
-93
-57% -$36K ﹤0.01% 729
2023
Q3 		$61.2K Sell
162
-2
-1% -$723 ﹤0.01% 542
2023
Q2 		$62.6K Buy
164
+18
+12% +$6.1K ﹤0.01% 503
2023
Q1 		$46.5K Buy
146
+29
+25% +$8.52K ﹤0.01% 535
2022
Q4 		$29K Buy
117
+3
+3% +$789 ﹤0.01% 561
2022
Q3 		$29K Sell
114
-5
-4% -$1.35K ﹤0.01% 531
2022
Q2 		$28K Buy
119
+7
+6% +$1.84K ﹤0.01% 524
2022
Q1 		$34K Sell
112
-2
-2% -$570 ﹤0.01% 509
2021
Q4 		$36K Hold
114
– – ﹤0.01% 522
2021
Q3 		$30K Buy
+114
New +$32K ﹤0.01% 540
2019
Q2 		– Sell
-70
Closed -$10K – 843
2019
Q1 		$10K Buy
+70
New +$10K ﹤0.01% 592
2018
Q3 		– Sell
-166
Closed -$29.6K – 1115
2018
Q2 		$29.6K Hold
166
– – ﹤0.01% 463
2018
Q1 		$30K Hold
166
– – ﹤0.01% 459
2017
Q4 		$28.2K Hold
166
– – ﹤0.01% 499
2017
Q3 		$26.7K Hold
166
– – ﹤0.01% 598
2017
Q2 		$25.6K Hold
166
– – ﹤0.01% 577
2017
Q1 		$23.8K Hold
166
– – ﹤0.01% 572
2016
Q4 		$24.6K Buy
+166
New +$24.1K ﹤0.01% 410

Other funds holding WSO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's WSO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Watsco Inc (WSO) stake by 3.9% in Q2 2026, selling an estimated $12.9K and leaving 787 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #375.

MassMutual Private Wealth & Trust first reported a position in WSO in Q4 2016 and has held it in 28 quarters since. The position peaked at $468K in Q1 2025. 324 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 787 shares of Watsco Inc worth $328K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 32 Watsco Inc shares in Q2 2026, an estimated $12.9K.
  • Watsco Inc made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #375 holding.
  • MassMutual Private Wealth & Trust first reported a position in Watsco Inc in Q4 2016 and has held it in 28 quarters since.
  • MassMutual Private Wealth & Trust's Watsco Inc position peaked at $468K in Q1 2025.
  • 324 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.