NMIMC
WSO icon

Northwestern Mutual Investment Management Company’s Watsco Inc WSO Stock Holding History

Northwestern Mutual Investment Management Company’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 		$3.28M Buy
7,874
+49
+0.6% +$19.7K 0.04% 174
2026
Q1 		$2.85M Buy
7,825
+11
+0.1% +$4.26K 0.04% 184
2025
Q4 		$2.63M Buy
7,814
+34
+0.4% +$12.1K 0.03% 207
2025
Q3 		$3.15M Sell
7,780
-9
-0.1% -$3.85K 0.05% 153
2025
Q2 		$3.44M Buy
7,789
+44
+0.6% +$20.4K 0.05% 122
2025
Q1 		$3.94M Buy
7,745
+4
+0.1% +$1.97K 0.06% 92
2024
Q4 		$3.67M Buy
7,741
+23
+0.3% +$11.6K 0.08% 100
2024
Q3 		$3.8M Buy
7,718
+573
+8% +$275K 0.09% 93
2024
Q2 		$3.31M Buy
7,145
+169
+2% +$77.3K 0.09% 107
2024
Q1 		$3.01M Sell
6,976
-558
-7% -$224K 0.08% 125
2023
Q4 		$3.23M Buy
7,534
+96
+1% +$37.2K 0.08% 98
2023
Q3 		$2.81M Buy
7,438
+11
+0.1% +$3.98K 0.08% 101
2023
Q2 		$2.83M Buy
7,427
+47
+0.6% +$15.9K 0.07% 107
2023
Q1 		$2.35M Buy
7,380
+4,301
+140% +$1.26M 0.06% 125
2022
Q4 		$768K Sell
3,079
-1,717
-36% -$451K 0.02% 317
2022
Q3 		$1.24M Sell
4,796
-756
-14% -$205K 0.03% 231
2022
Q2 		$1.33M Buy
5,552
+66
+1% +$17.4K 0.03% 252
2022
Q1 		$1.67M Buy
5,486
+11
+0.2% +$3.14K 0.04% 250
2021
Q4 		$1.71M Buy
5,475
+29
+0.5% +$8.59K 0.03% 283
2021
Q3 		$1.44M Sell
5,446
-35
-0.6% -$9.81K 0.03% 315
2021
Q2 		$1.57M Sell
5,481
-2
-0% -$573 0.03% 278
2021
Q1 		$1.43M Sell
5,483
-5,802
-51% -$1.43M 0.02% 300
2020
Q4 		$2.56M Sell
11,285
-114
-1% -$26.2K 0.03% 230
2020
Q3 		$2.03M Hold
11,399
– – 0.03% 255
2020
Q2 		$2.03M Buy
11,399
+50
+0.4% +$8.28K 0.03% 253
2020
Q1 		$1.79M Buy
11,349
+2,024
+22% +$342K 0.03% 234
2019
Q4 		$1.68M Buy
9,325
+26
+0.3% +$4.57K 0.03% 283
2019
Q3 		$1.57M Buy
9,299
+108
+1% +$17.5K 0.03% 283
2019
Q2 		$1.5M Buy
9,191
+3,473
+61% +$546K 0.04% 284
2019
Q1 		$819K Sell
5,718
-353
-6% -$50.7K 0.01% 636
2018
Q4 		$845K Buy
6,071
+30
+0.5% +$4.57K 0.01% 608
2018
Q3 		$1.08M Sell
6,041
-257
-4% -$45.4K 0.02% 600
2018
Q2 		$1.12M Sell
6,298
-251
-4% -$45.7K 0.02% 602
2018
Q1 		$1.19M Buy
6,549
+2,553
+64% +$443K 0.02% 588
2017
Q4 		$679K Buy
3,996
+22
+0.6% +$3.63K 0.01% 620
2017
Q3 		$640K Sell
3,974
-1,258
-24% -$190K 0.01% 620
2017
Q2 		$807K Hold
5,232
– – 0.01% 631
2017
Q1 		$749K Buy
5,232
+786
+18% +$118K 0.01% 649
2016
Q4 		$659K Buy
4,446
+5
+0.1% +$725 0.01% 651
2016
Q3 		$626K Sell
4,441
-2
-0% -$287 0.01% 639
2016
Q2 		$625K Hold
4,443
– – 0.01% 464
2016
Q1 		$599K Buy
4,443
+1,370
+45% +$166K 0.01% 475
2015
Q4 		$360K Buy
3,073
+13
+0.4% +$1.6K 0.01% 611
2015
Q3 		$363K Hold
3,060
– – 0.01% 626
2015
Q2 		$379K Buy
+3,060
New +$381K 0.01% 653

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northwestern Mutual Investment Management Company's WSO Position: Q2 2026 in Review

Northwestern Mutual Investment Management Company increased its Watsco Inc (WSO) stake by 0.63% in Q2 2026, buying an estimated $19.7K and bringing the position to 7,874 shares worth $3.28M. The position accounts for 0.04% of the portfolio, ranked #174.

Northwestern Mutual Investment Management Company first reported a position in WSO in Q2 2015 and has held it in 45 quarters since. The position peaked at $3.94M in Q1 2025. 571 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Northwestern Mutual Investment Management Company held 7,874 shares of Watsco Inc worth $3.28M as of Q2 2026.
  • Northwestern Mutual Investment Management Company bought 49 Watsco Inc shares in Q2 2026, an estimated $19.7K.
  • Watsco Inc made up 0.04% of Northwestern Mutual Investment Management Company's portfolio in Q2 2026, its #174 holding.
  • Northwestern Mutual Investment Management Company first reported a position in Watsco Inc in Q2 2015 and has held it in 45 quarters since.
  • Northwestern Mutual Investment Management Company's Watsco Inc position peaked at $3.94M in Q1 2025.
  • 571 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q2 2026, filed 12 Aug 2026.