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Nissay Asset Management’s Watsco Inc WSO Stock Holding History

Nissay Asset 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
Q2 		$2M Buy
4,804
+123
+3% +$49.4K 0.01% 536
2026
Q1 		$1.7M Buy
4,681
+73
+2% +$28.3K 0.01% 525
2025
Q4 		$1.55M Buy
4,608
+96
+2% +$34.3K 0.01% 558
2025
Q3 		$1.82M Buy
4,512
+43
+1% +$18.4K 0.01% 516
2025
Q2 		$1.97M Buy
4,469
+118
+3% +$54.7K 0.01% 516
2025
Q1 		$2.21M Buy
4,351
+55
+1% +$27.1K 0.01% 485
2024
Q4 		$2.06M Sell
4,296
-11
-0.3% -$5.57K 0.01% 515
2024
Q3 		$2.12M Buy
4,307
+248
+6% +$119K 0.01% 521
2024
Q2 		$1.88M Buy
4,059
+73
+2% +$33.4K 0.01% 518
2024
Q1 		$1.72M Buy
3,986
+95
+2% +$38.2K 0.01% 547
2023
Q4 		$1.67M Buy
3,891
+117
+3% +$45.3K 0.01% 514
2023
Q3 		$1.43M Buy
3,774
+110
+3% +$39.8K 0.01% 527
2023
Q2 		$1.4M Buy
+3,664
New +$1.24M 0.01% 531

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 $3.37T AUM 44.26% 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

Nissay Asset Management's WSO Position: Q2 2026 in Review

Nissay Asset Management increased its Watsco Inc (WSO) stake by 2.6% in Q2 2026, buying an estimated $49.4K and bringing the position to 4,804 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #536.

Nissay Asset Management first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.21M in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Nissay Asset Management held 4,804 shares of Watsco Inc worth $2M as of Q2 2026.
  • Nissay Asset Management bought 123 Watsco Inc shares in Q2 2026, an estimated $49.4K.
  • Watsco Inc made up 0.01% of Nissay Asset Management's portfolio in Q2 2026, its #536 holding.
  • Nissay Asset Management first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
  • Nissay Asset Management's Watsco Inc position peaked at $2.21M in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.