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
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 $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

National Bank of Canada's WSO Position: Q1 2026 in Review

National Bank of Canada increased its Watsco Inc (WSO) stake by 161% in Q1 2026, buying an estimated $344K and bringing the position to 1,439 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

National Bank of Canada first reported a position in WSO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.61M in Q4 2024. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • National Bank of Canada held 1,439 shares of Watsco Inc worth $524K as of Q1 2026.
  • National Bank of Canada bought 888 Watsco Inc shares in Q1 2026, an estimated $344K.
  • Watsco Inc made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1377 holding.
  • National Bank of Canada first reported a position in Watsco Inc in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Watsco Inc position peaked at $2.61M in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.