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Nicolet Bankshares’s Watsco Inc WSO Stock Holding History

Nicolet Bankshares’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 		$499K Buy
+1,326
New +$514K 0.02% 386

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

Nicolet Bankshares's WSO Position: Q1 2026 in Review

Nicolet Bankshares opened a new position in Watsco Inc (WSO) in Q1 2026: 1,326 shares worth $499K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings.

769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Nicolet Bankshares held 1,326 shares of Watsco Inc worth $499K as of Q1 2026.
  • Watsco Inc was a new Nicolet Bankshares position in Q1 2026.
  • Watsco Inc made up 0.02% of Nicolet Bankshares's portfolio in Q1 2026, its #386 holding.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.