Northwestern Mutual Wealth Management’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $406K | Sell |
1,117
-434
| -28% | -$168K | ﹤0.01% | 1637 |
|
|
2025
Q4 | $523K | Buy |
1,551
+656
| +73% | +$234K | ﹤0.01% | 1511 |
|
|
2025
Q3 | $362K | Buy |
895
+106
| +13% | +$45.3K | ﹤0.01% | 1565 |
|
|
2025
Q2 | $348K | Sell |
789
-89
| -10% | -$41.3K | ﹤0.01% | 1527 |
|
|
2025
Q1 | $446K | Sell |
878
-161
| -15% | -$79.4K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $492K | Buy |
1,039
+239
| +30% | +$121K | ﹤0.01% | 1328 |
|
|
2024
Q3 | $394K | Sell |
800
-1,234
| -61% | -$593K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $942K | Sell |
2,034
-5,757
| -74% | -$2.63M | ﹤0.01% | 1043 |
|
|
2024
Q1 | $3.37M | Sell |
7,791
-202
| -3% | -$81.2K | ﹤0.01% | 660 |
|
|
2023
Q4 | $3.42M | Buy |
7,993
+1,345
| +20% | +$521K | ﹤0.01% | 625 |
|
|
2023
Q3 | $2.51M | Sell |
6,648
-708
| -10% | -$256K | ﹤0.01% | 668 |
|
|
2023
Q2 | $2.81M | Buy |
7,356
+63
| +0.9% | +$21.4K | ﹤0.01% | 627 |
|
|
2023
Q1 | $2.32M | Buy |
7,293
+187
| +3% | +$54.9K | ﹤0.01% | 647 |
|
|
2022
Q4 | $1.77M | Buy |
7,106
+227
| +3% | +$59.7K | ﹤0.01% | 695 |
|
|
2022
Q3 | $1.77M | Buy |
6,879
+85
| +1% | +$23K | ﹤0.01% | 658 |
|
|
2022
Q2 | $1.62M | Sell |
6,794
-3,623
| -35% | -$953K | ﹤0.01% | 675 |
|
|
2022
Q1 | $3.17M | Sell |
10,417
-115
| -1% | -$32.8K | 0.01% | 531 |
|
|
2021
Q4 | $3.29M | Buy |
10,532
+663
| +7% | +$196K | 0.01% | 500 |
|
|
2021
Q3 | $2.61M | Buy |
9,869
+2,438
| +33% | +$684K | ﹤0.01% | 512 |
|
|
2021
Q2 | $2.13M | Buy |
7,431
+4,785
| +181% | +$1.37M | ﹤0.01% | 550 |
|
|
2021
Q1 | $689K | Buy |
2,646
+1,300
| +97% | +$321K | ﹤0.01% | 818 |
|
|
2020
Q4 | $306K | Sell |
1,346
-139
| -9% | -$31.9K | ﹤0.01% | 997 |
|
|
2020
Q3 | $346K | Buy |
1,485
+321
| +28% | +$72.3K | ﹤0.01% | 856 |
|
|
2020
Q2 | $207K | Sell |
1,164
-227
| -16% | -$37.6K | ﹤0.01% | 959 |
|
|
2020
Q1 | $220K | Buy |
1,391
+307
| +28% | +$51.8K | ﹤0.01% | 855 |
|
|
2019
Q4 | $195K | Buy |
1,084
+527
| +95% | +$92.7K | ﹤0.01% | 965 |
|
|
2019
Q3 | $94K | Buy |
557
+110
| +25% | +$17.8K | ﹤0.01% | 1182 |
|
|
2019
Q2 | $73K | Sell |
447
-21
| -4% | -$3.3K | ﹤0.01% | 1256 |
|
|
2019
Q1 | $67K | Buy |
468
+51
| +12% | +$7.32K | ﹤0.01% | 1234 |
|
|
2018
Q4 | $58K | Sell |
417
-60
| -13% | -$9.14K | ﹤0.01% | 1188 |
|
|
2018
Q3 | $85K | Buy |
477
+57
| +14% | +$10.1K | ﹤0.01% | 1102 |
|
|
2018
Q2 | $75K | Buy |
420
+39
| +10% | +$7.09K | ﹤0.01% | 1091 |
|
|
2018
Q1 | $69K | Sell |
381
-18
| -5% | -$3.12K | ﹤0.01% | 1080 |
|
|
2017
Q4 | $68K | Buy |
399
+91
| +30% | +$15K | ﹤0.01% | 1041 |
|
|
2017
Q3 | $50K | Sell |
308
-51
| -14% | -$7.71K | ﹤0.01% | 1123 |
|
|
2017
Q2 | $56K | Buy |
359
+265
| +282% | +$37.9K | ﹤0.01% | 1053 |
|
|
2017
Q1 | $14K | Buy |
94
+18
| +24% | +$2.69K | ﹤0.01% | 1449 |
|
|
2016
Q4 | $11K | Buy |
+76
| New | +$11K | ﹤0.01% | 1589 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$28K | – | 1543 |
|
|
2016
Q2 | $28K | Buy |
200
+19
| +10% | +$2.55K | ﹤0.01% | 1064 |
|
|
2016
Q1 | $24K | Buy |
+181
| New | +$22K | ﹤0.01% | 1129 |
|
|
2015
Q3 | – | Sell |
-30
| Closed | -$4K | – | 1856 |
|
|
2015
Q2 | $4K | Buy |
+30
| New | +$3.73K | ﹤0.01% | 1170 |
|
|
2014
Q1 | – | Sell |
-8
| Closed | -$1K | – | 1476 |
|
|
2013
Q4 | $1K | Buy |
+8
| New | +$760 | ﹤0.01% | 1325 |
|
|
2013
Q3 | – | Sell |
-280
| Closed | -$24K | – | 1487 |
|
|
2013
Q2 | $24K | Buy |
+280
| New | +$23.6K | ﹤0.01% | 675 |
|
Other funds holding WSO
VPM
VCM
Northwestern Mutual Wealth Management's WSO Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its Watsco Inc (WSO) stake by 28% in Q1 2026, selling an estimated $168K and leaving 1,117 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.
Northwestern Mutual Wealth Management first reported a position in WSO in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.42M in Q4 2023. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Northwestern Mutual Wealth Management held 1,117 shares of Watsco Inc worth $406K as of Q1 2026.
- Northwestern Mutual Wealth Management sold 434 Watsco Inc shares in Q1 2026, an estimated $168K.
- Watsco Inc made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1637 holding.
- Northwestern Mutual Wealth Management first reported a position in Watsco Inc in Q2 2013 and has held it in 43 quarters since.
- Northwestern Mutual Wealth Management's Watsco Inc position peaked at $3.42M in Q4 2023.
- 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.