National Bank of Canada
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National Bank of Canada’s Watsco Inc WSO Stock Holding History

National Bank of Canada’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 		$661K Buy
1,583
+144
+10% +$57.9K ﹤0.01% 1367
2026
Q1 		$524K Buy
1,439
+888
+161% +$344K ﹤0.01% 1377
2025
Q4 		$185K Buy
551
+287
+109% +$102K ﹤0.01% 1617
2025
Q3 		$107K Buy
264
+21
+9% +$8.98K ﹤0.01% 1735
2025
Q2 		$107K Sell
243
-1,064
-81% -$494K ﹤0.01% 1772
2025
Q1 		$665K Sell
1,307
-4,192
-76% -$2.07M ﹤0.01% 1264
2024
Q4 		$2.61M Buy
5,499
+754
+16% +$382K ﹤0.01% 1118
2024
Q3 		$2.33M Buy
4,745
+4,196
+764% +$2.02M ﹤0.01% 972
2024
Q2 		$254K Buy
549
+402
+273% +$184K ﹤0.01% 1297
2024
Q1 		$70.4K Buy
147
+2
+1% +$803 ﹤0.01% 1649
2023
Q4 		$60.8K Buy
145
+13
+10% +$5.04K ﹤0.01% 1712
2023
Q3 		$49.6K Buy
132
+11
+9% +$3.98K ﹤0.01% 1798
2023
Q2 		$46.2K Hold
121
– – ﹤0.01% 1793
2023
Q1 		$38.5K Sell
121
-2,151
-95% -$632K ﹤0.01% 1782
2022
Q4 		$567K Buy
2,272
+2,155
+1,842% +$567K ﹤0.01% 1240
2022
Q3 		$30K Hold
117
– – ﹤0.01% 1883
2022
Q2 		$28K Buy
117
+13
+13% +$3.42K ﹤0.01% 1963
2022
Q1 		$32K Sell
104
-75
-42% -$21.4K ﹤0.01% 2020
2021
Q4 		$56K Buy
+179
New +$53K ﹤0.01% 1824

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 $3.38T AUM 44.17% 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

National Bank of Canada's WSO Position: Q2 2026 in Review

National Bank of Canada increased its Watsco Inc (WSO) stake by 10% in Q2 2026, buying an estimated $57.9K and bringing the position to 1,583 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

National Bank of Canada first reported a position in WSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q4 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • National Bank of Canada held 1,583 shares of Watsco Inc worth $661K as of Q2 2026.
  • National Bank of Canada bought 144 Watsco Inc shares in Q2 2026, an estimated $57.9K.
  • Watsco Inc made up ﹤0.01% of National Bank of Canada's portfolio in Q2 2026, its #1367 holding.
  • National Bank of Canada first reported a position in Watsco Inc in Q4 2021 and has held it in 19 quarters since.
  • National Bank of Canada's Watsco Inc position peaked at $2.61M in Q4 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.