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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Nissay Asset Management's WSO Position: Q1 2026 in Review

Nissay Asset Management increased its Watsco Inc (WSO) stake by 1.6% in Q1 2026, buying an estimated $28.3K and bringing the position to 4,681 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #525.

Nissay Asset Management first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.21M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Nissay Asset Management held 4,681 shares of Watsco Inc worth $1.7M as of Q1 2026.
Nissay Asset Management bought 73 Watsco Inc shares in Q1 2026, an estimated $28.3K.
Watsco Inc made up 0.01% of Nissay Asset Management's portfolio in Q1 2026, its #525 holding.
Nissay Asset Management first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
Nissay Asset Management's Watsco Inc position peaked at $2.21M in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Nissay Asset Management's 13F filing for Q1 2026, filed 15 May 2026.