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Mather Group’s Watsco Inc WSO Stock Holding History

Mather Group’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 		$2.23M Buy
5,340
+5,109
+2,212% +$2.05M 0.02% 259
2026
Q1 		$84K Buy
+231
New +$89.5K ﹤0.01% 939
2025
Q4 		– Sell
-257
Closed -$104K – 1657
2025
Q3 		$104K Buy
+257
New +$110K ﹤0.01% 764
2025
Q2 		– Sell
-287
Closed -$146K – 1730
2025
Q1 		$146K Buy
287
+9
+3% +$4.44K ﹤0.01% 672
2024
Q4 		$132K Buy
278
+19
+7% +$9.62K ﹤0.01% 682
2024
Q3 		$127K Sell
259
-34
-12% -$16.3K ﹤0.01% 684
2024
Q2 		$127K Buy
293
+27
+10% +$12.3K ﹤0.01% 737
2024
Q1 		$114K Buy
+266
New +$107K ﹤0.01% 669

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

Mather Group's WSO Position: Q2 2026 in Review

Mather Group increased its Watsco Inc (WSO) stake by 2,212% in Q2 2026, buying an estimated $2.05M and bringing the position to 5,340 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #259.

Mather Group first reported a position in WSO in Q1 2024 and has held it in 8 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Mather Group held 5,340 shares of Watsco Inc worth $2.23M as of Q2 2026.
  • Mather Group bought 5,109 Watsco Inc shares in Q2 2026, an estimated $2.05M.
  • Watsco Inc made up 0.02% of Mather Group's portfolio in Q2 2026, its #259 holding.
  • Mather Group first reported a position in Watsco Inc in Q1 2024 and has held it in 8 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.