Prudential plc’s Watsco Inc WSO Stock Holding History

Prudential plc’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	$630K	Hold	1,511	–	–	﹤0.01%	566
2026 Q1	$550K	Hold	1,511	–	–	﹤0.01%	552
2025 Q4	$509K	Hold	1,511	–	–	﹤0.01%	581
2025 Q3	$611K	Buy	1,511 +1,034	+217%	+$442K	﹤0.01%	559
2025 Q2	$211K	Hold	477	–	–	﹤0.01%	746
2025 Q1	$242K	Hold	477	–	–	﹤0.01%	705
2024 Q4	$226K	Sell	477 -675	-59%	-$342K	﹤0.01%	751
2024 Q3	$567K	Buy	1,152 +675	+142%	+$324K	﹤0.01%	620
2024 Q2	$221K	Hold	477	–	–	﹤0.01%	718
2024 Q1	$206K	Sell	477 -1,673	-78%	-$672K	﹤0.01%	724
2023 Q4	$921K	Buy	2,150 +377	+21%	+$146K	0.01%	606
2023 Q3	$670K	Sell	1,773 -375	-17%	-$136K	0.01%	660
2023 Q2	$819K	Buy	+2,148	New	+$728K	0.01%	641

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Prudential plc's WSO Position: Q2 2026 in Review

Prudential plc held its Watsco Inc (WSO) position steady in Q2 2026 at 1,511 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Prudential plc first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $921K in Q4 2023. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Prudential plc held 1,511 shares of Watsco Inc worth $630K as of Q2 2026.
Prudential plc left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up ﹤0.01% of Prudential plc's portfolio in Q2 2026, its #566 holding.
Prudential plc first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
Prudential plc's Watsco Inc position peaked at $921K in Q4 2023.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Prudential plc's 13F filing for Q2 2026, filed 14 Aug 2026.