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Mirabaud Asset Management’s Watsco Inc WSO Stock Holding History

Mirabaud Asset Management’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 		$1.09M Sell
2,647
-1,204
-31% -$484K 0.9% 39
2026
Q1 		$1.34M Buy
3,851
+654
+20% +$253K 1.11% 22
2025
Q4 		$1.51M Sell
3,197
-67
-2% -$23.9K 0.7% 35
2025
Q3 		$1.3M Sell
3,264
-427
-12% -$183K 0.63% 33
2025
Q2 		$1.61M Buy
3,691
+1,001
+37% +$464K 0.75% 30
2025
Q1 		$1.35M Sell
2,690
-476
-15% -$235K 0.71% 35
2024
Q4 		$1.5M Sell
3,166
-279
-8% -$141K 0.7% 34
2024
Q3 		$1.71M Buy
3,445
+735
+27% +$353K 0.71% 37
2024
Q2 		$1.26M Sell
2,710
-399
-13% -$182K 0.58% 36
2024
Q1 		$1.34M Sell
3,109
-14,422
-82% -$5.79M 0.54% 37
2023
Q4 		$7.51M Buy
+17,531
New +$6.79M 3.22% 16

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

Mirabaud Asset Management's WSO Position: Q2 2026 in Review

Mirabaud Asset Management reduced its Watsco Inc (WSO) stake by 31% in Q2 2026, selling an estimated $484K and leaving 2,647 shares worth $1.09M. The position accounts for 0.9% of the portfolio, ranked #39.

Mirabaud Asset Management first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.51M in Q4 2023. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Mirabaud Asset Management held 2,647 shares of Watsco Inc worth $1.09M as of Q2 2026.
  • Mirabaud Asset Management sold 1,204 Watsco Inc shares in Q2 2026, an estimated $484K.
  • Watsco Inc made up 0.9% of Mirabaud Asset Management's portfolio in Q2 2026, its #39 holding.
  • Mirabaud Asset Management first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Mirabaud Asset Management's Watsco Inc position peaked at $7.51M in Q4 2023.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Mirabaud Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.