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Mutual of America Capital Management’s Watsco Inc WSO Stock Holding History

Mutual of America Capital 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
Q1 		$4.87M Sell
13,383
-1,152
-8% -$446K 0.06% 407
2025
Q4 		$4.9M Sell
14,535
-1,584
-10% -$566K 0.05% 437
2025
Q3 		$6.52M Sell
16,119
-1,229
-7% -$526K 0.07% 339
2025
Q2 		$7.66M Sell
17,348
-577
-3% -$268K 0.08% 271
2025
Q1 		$9.11M Sell
17,925
-473
-3% -$233K 0.1% 188
2024
Q4 		$8.72M Sell
18,398
-402
-2% -$204K 0.09% 215
2024
Q3 		$9.25M Buy
18,800
+474
+3% +$228K 0.1% 198
2024
Q2 		$8.49M Sell
18,326
-310
-2% -$142K 0.09% 208
2024
Q1 		$8.05M Sell
18,636
-2,281
-11% -$916K 0.09% 244
2023
Q4 		$8.96M Sell
20,917
-880
-4% -$341K 0.1% 182
2023
Q3 		$8.23M Sell
21,797
-2,515
-10% -$909K 0.1% 193
2023
Q2 		$9.27M Sell
24,312
-2,446
-9% -$829K 0.11% 178
2023
Q1 		$8.51M Sell
26,758
-559
-2% -$164K 0.1% 201
2022
Q4 		$6.81M Buy
27,317
+643
+2% +$169K 0.08% 290
2022
Q3 		$6.87M Sell
26,674
-1,051
-4% -$285K 0.09% 251
2022
Q2 		$6.62M Sell
27,725
-2,389
-8% -$629K 0.08% 296
2022
Q1 		$9.17M Buy
30,114
+580
+2% +$165K 0.1% 233
2021
Q4 		$9.24M Buy
29,534
+466
+2% +$138K 0.09% 256
2021
Q3 		$7.69M Buy
29,068
+267
+0.9% +$74.9K 0.08% 314
2021
Q2 		$8.26M Sell
28,801
-830
-3% -$238K 0.08% 286
2021
Q1 		$7.73M Sell
29,631
-1,252
-4% -$309K 0.08% 303
2020
Q4 		$7M Buy
30,883
+103
+0.3% +$23.7K 0.08% 307
2020
Q3 		$7.17M Buy
30,780
+136
+0.4% +$30.6K 0.1% 228
2020
Q2 		$5.45M Buy
30,644
+269
+0.9% +$44.5K 0.08% 321
2020
Q1 		$4.8M Buy
30,375
+1,021
+3% +$172K 0.08% 301
2019
Q4 		$5.29M Buy
29,354
+241
+0.8% +$42.4K 0.07% 408
2019
Q3 		$4.92M Buy
29,113
+914
+3% +$148K 0.07% 402
2019
Q2 		$4.61M Sell
28,199
-129
-0.5% -$20.3K 0.07% 440
2019
Q1 		$4.06M Buy
28,328
+267
+1% +$38.3K 0.06% 510
2018
Q4 		$3.9M Buy
28,061
+641
+2% +$97.7K 0.06% 455
2018
Q3 		$4.88M Sell
27,420
-169
-0.6% -$29.9K 0.07% 421
2018
Q2 		$4.92M Buy
27,589
+1,455
+6% +$265K 0.07% 405
2018
Q1 		$4.73M Buy
26,134
+846
+3% +$147K 0.07% 409
2017
Q4 		$4.3M Buy
25,288
+126
+0.5% +$20.8K 0.07% 480
2017
Q3 		$4.05M Sell
25,162
-8
-0% -$1.21K 0.07% 472
2017
Q2 		$3.88M Buy
25,170
+899
+4% +$128K 0.07% 484
2017
Q1 		$3.48M Buy
24,271
+4,109
+20% +$615K 0.06% 531
2016
Q4 		$2.99M Buy
20,162
+970
+5% +$141K 0.06% 570
2016
Q3 		$2.7M Sell
19,192
-346
-2% -$49.6K 0.05% 585
2016
Q2 		$2.75M Buy
19,538
+1,661
+9% +$223K 0.06% 543
2016
Q1 		$2.41M Buy
17,877
+227
+1% +$27.5K 0.05% 576
2015
Q4 		$2.07M Buy
17,650
+531
+3% +$65.5K 0.05% 649
2015
Q3 		$2.03M Sell
17,119
-571
-3% -$71.2K 0.05% 644
2015
Q2 		$2.19M Buy
17,690
+310
+2% +$38.6K 0.05% 665
2015
Q1 		$2.19M Buy
17,380
+141
+0.8% +$16.2K 0.05% 674
2014
Q4 		$1.84M Buy
17,239
+114
+0.7% +$11.3K 0.04% 740
2014
Q3 		$1.48M Buy
17,125
+257
+2% +$23.8K 0.04% 831
2014
Q2 		$1.73M Buy
16,868
+208
+1% +$21K 0.04% 760
2014
Q1 		$1.67M Sell
16,660
-614
-4% -$59.3K 0.04% 772
2013
Q4 		$1.66M Buy
17,274
+188
+1% +$17.9K 0.04% 765
2013
Q3 		$1.61M Sell
17,086
-799
-4% -$73.1K 0.04% 708
2013
Q2 		$1.5M Buy
+17,885
New +$1.51M 0.04% 710

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 $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 $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

Mutual of America Capital Management's WSO Position: Q1 2026 in Review

Mutual of America Capital Management reduced its Watsco Inc (WSO) stake by 7.9% in Q1 2026, selling an estimated $446K and leaving 13,383 shares worth $4.87M. The position accounts for 0.06% of the portfolio, ranked #407.

Mutual of America Capital Management first reported a position in WSO in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.27M in Q2 2023. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Mutual of America Capital Management held 13,383 shares of Watsco Inc worth $4.87M as of Q1 2026.
  • Mutual of America Capital Management sold 1,152 Watsco Inc shares in Q1 2026, an estimated $446K.
  • Watsco Inc made up 0.06% of Mutual of America Capital Management's portfolio in Q1 2026, its #407 holding.
  • Mutual of America Capital Management first reported a position in Watsco Inc in Q2 2013 and has held it in 52 quarters since.
  • Mutual of America Capital Management's Watsco Inc position peaked at $9.27M in Q2 2023.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.