Mercer Global Advisors
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Mercer Global Advisors’s Watsco Inc WSO Stock Holding History

Mercer Global Advisors’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
Q1 		$1.26M Buy
3,476
+294
+9% +$114K ﹤0.01% 1447
2025
Q4 		$1.07M Sell
3,182
-134
-4% -$47.8K ﹤0.01% 1419
2025
Q3 		$1.34M Buy
3,316
+1,081
+48% +$462K ﹤0.01% 1232
2025
Q2 		$987K Sell
2,235
-120
-5% -$55.7K ﹤0.01% 1228
2025
Q1 		$1.2M Sell
2,355
-442
-16% -$218K ﹤0.01% 1046
2024
Q4 		$1.33M Sell
2,797
-945
-25% -$479K ﹤0.01% 972
2024
Q3 		$1.85M Buy
3,742
+74
+2% +$35.6K ﹤0.01% 793
2024
Q2 		$1.7M Sell
3,668
-5
-0.1% -$2.29K ﹤0.01% 761
2024
Q1 		$1.59M Buy
3,673
+89
+2% +$35.8K ﹤0.01% 790
2023
Q4 		$1.53M Buy
3,584
+55
+2% +$21.3K ﹤0.01% 818
2023
Q3 		$1.33M Buy
3,529
+24
+0.7% +$8.68K 0.01% 826
2023
Q2 		$1.34M Sell
3,505
-1,728
-33% -$586K 0.01% 847
2023
Q1 		$1.67M Buy
5,233
+663
+15% +$195K 0.01% 732
2022
Q4 		$1.14M Buy
4,570
+1,062
+30% +$279K 0.01% 863
2022
Q3 		$903K Buy
3,508
+106
+3% +$28.7K 0.01% 881
2022
Q2 		$812K Buy
3,402
+888
+35% +$234K 0.01% 932
2022
Q1 		$766K Sell
2,514
-688
-21% -$196K ﹤0.01% 1011
2021
Q4 		$1M Buy
3,202
+122
+4% +$36.1K 0.01% 882
2021
Q3 		$815K Sell
3,080
-112
-4% -$31.4K 0.01% 959
2021
Q2 		$915K Buy
+3,192
New +$914K 0.01% 880
2020
Q1 		– Sell
-2,219
Closed -$400K – 1268
2019
Q4 		$400K Sell
2,219
-590
-21% -$104K 0.01% 806
2019
Q3 		$475K Sell
2,809
-169
-6% -$27.4K 0.01% 719
2019
Q2 		$487K Buy
2,978
+43
+1% +$6.75K 0.01% 696
2019
Q1 		$420K Buy
+2,935
New +$421K 0.02% 697

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Mercer Global Advisors's WSO Position: Q1 2026 in Review

Mercer Global Advisors increased its Watsco Inc (WSO) stake by 9.2% in Q1 2026, buying an estimated $114K and bringing the position to 3,476 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Mercer Global Advisors first reported a position in WSO in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.85M in Q3 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Mercer Global Advisors held 3,476 shares of Watsco Inc worth $1.26M as of Q1 2026.
  • Mercer Global Advisors bought 294 Watsco Inc shares in Q1 2026, an estimated $114K.
  • Watsco Inc made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1447 holding.
  • Mercer Global Advisors first reported a position in Watsco Inc in Q1 2019 and has held it in 24 quarters since.
  • Mercer Global Advisors's Watsco Inc position peaked at $1.85M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.