Nuveen
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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 $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 $3.38T AUM 44.17% 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

Nuveen's WSO Position: Q2 2026 in Review

Nuveen reduced its Watsco Inc (WSO) stake by 14% in Q2 2026, selling an estimated $4.36M and leaving 64,442 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #1086.

Nuveen first reported a position in WSO in Q2 2013 and has held it in 45 quarters since. The position peaked at $51.8M in Q1 2020. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Nuveen held 64,442 shares of Watsco Inc worth $26.9M as of Q2 2026.
  • Nuveen sold 10,858 Watsco Inc shares in Q2 2026, an estimated $4.36M.
  • Watsco Inc made up 0.01% of Nuveen's portfolio in Q2 2026, its #1086 holding.
  • Nuveen first reported a position in Watsco Inc in Q2 2013 and has held it in 45 quarters since.
  • Nuveen's Watsco Inc position peaked at $51.8M in Q1 2020.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.