MML Investors Services
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MML Investors Services’s Watsco Inc WSO Stock Holding History

MML Investors Services’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 		$1.18M Buy
2,834
+146
+5% +$58.7K ﹤0.01% 1914
2026
Q1 		$978K Buy
2,688
+237
+10% +$91.8K ﹤0.01% 1803
2025
Q4 		$826K Sell
2,451
-533
-18% -$190K ﹤0.01% 1933
2025
Q3 		$1.21M Sell
2,984
-467
-14% -$200K ﹤0.01% 1607
2025
Q2 		$1.52M Buy
3,451
+11
+0.3% +$5.1K ﹤0.01% 1414
2025
Q1 		$1.75M Buy
3,440
+230
+7% +$113K 0.01% 1252
2024
Q4 		$1.52M Buy
3,210
+293
+10% +$148K 0.01% 1268
2024
Q3 		$1.44M Sell
2,917
-45
-2% -$21.6K 0.01% 1283
2024
Q2 		$1.37M Sell
2,962
-513
-15% -$234K 0.01% 1231
2024
Q1 		$1.5M Sell
3,475
-480
-12% -$193K 0.01% 1196
2023
Q4 		$1.7M Buy
3,955
+308
+8% +$119K 0.01% 1084
2023
Q3 		$1.38M Buy
3,647
+43
+1% +$15.5K 0.01% 1065
2023
Q2 		$1.38M Buy
3,604
+1,126
+45% +$382K 0.01% 1076
2023
Q1 		$789K Sell
2,478
-438
-15% -$129K 0.01% 1180
2022
Q4 		$727K Sell
2,916
-69
-2% -$18.1K ﹤0.01% 1313
2022
Q3 		$768K Sell
2,985
-68
-2% -$18.4K 0.01% 1198
2022
Q2 		$729K Buy
3,053
+970
+47% +$255K 0.01% 1203
2022
Q1 		$635K Buy
2,083
+101
+5% +$28.8K ﹤0.01% 1330
2021
Q4 		$620K Buy
1,982
+388
+24% +$115K ﹤0.01% 1285
2021
Q3 		$422K Sell
1,594
-112
-7% -$31.4K ﹤0.01% 1450
2021
Q2 		$489K Buy
1,706
+98
+6% +$28.1K ﹤0.01% 1336
2021
Q1 		$419K Buy
1,608
+384
+31% +$94.7K ﹤0.01% 1347
2020
Q4 		$277K Buy
1,224
+138
+13% +$31.7K ﹤0.01% 1431
2020
Q3 		$253K Buy
+1,086
New +$245K ﹤0.01% 1380

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

MML Investors Services's WSO Position: Q2 2026 in Review

MML Investors Services increased its Watsco Inc (WSO) stake by 5.4% in Q2 2026, buying an estimated $58.7K and bringing the position to 2,834 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

MML Investors Services first reported a position in WSO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.75M in Q1 2025. 457 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • MML Investors Services held 2,834 shares of Watsco Inc worth $1.18M as of Q2 2026.
  • MML Investors Services bought 146 Watsco Inc shares in Q2 2026, an estimated $58.7K.
  • Watsco Inc made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1914 holding.
  • MML Investors Services first reported a position in Watsco Inc in Q3 2020 and has held it in 24 quarters since.
  • MML Investors Services's Watsco Inc position peaked at $1.75M in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.