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Nuveen’s Watsco Inc WSO Stock Holding History

Nuveen’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
2023
Q3 		– Sell
-1,031
Closed -$393K – 3242
2023
Q2 		$393K Buy
+1,031
New +$350K ﹤0.01% 2971

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 $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 $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

Nuveen's WSO Position: Q1 2026 in Review

Nuveen increased its Watsco Inc (WSO) stake by 23% in Q1 2026, buying an estimated $5.51M and bringing the position to 75,300 shares worth $27.4M. The position accounts for 0.01% of the portfolio, ranked #957.

Nuveen first reported a position in WSO in Q2 2013 and has held it in 44 quarters since. The position peaked at $51.8M in Q1 2020. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Nuveen held 75,300 shares of Watsco Inc worth $27.4M as of Q1 2026.
  • Nuveen bought 14,233 Watsco Inc shares in Q1 2026, an estimated $5.51M.
  • Watsco Inc made up 0.01% of Nuveen's portfolio in Q1 2026, its #957 holding.
  • Nuveen first reported a position in Watsco Inc in Q2 2013 and has held it in 44 quarters since.
  • Nuveen's Watsco Inc position peaked at $51.8M in Q1 2020.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.