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Resona Asset Management’s Watsco Inc WSO Stock Holding History

Resona Asset Management’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 		$4.24M Sell
10,204
-1,361
-12% -$547K 0.02% 507
2026
Q1 		$4.18M Buy
11,565
+576
+5% +$223K 0.02% 510
2025
Q4 		$3.72M Sell
10,989
-200
-2% -$71.4K 0.02% 540
2025
Q3 		$4.52M Sell
11,189
-570
-5% -$244K 0.02% 513
2025
Q2 		$5.19M Buy
11,759
+193
+2% +$89.5K 0.03% 496
2025
Q1 		$5.87M Buy
11,566
+309
+3% +$152K 0.03% 425
2024
Q4 		$5.34M Sell
11,257
-518
-4% -$262K 0.03% 448
2024
Q3 		$5.8M Buy
11,775
+41
+0.3% +$19.7K 0.03% 440
2024
Q2 		$5.43M Sell
11,734
-840
-7% -$384K 0.03% 434
2024
Q1 		$5.43M Buy
+12,574
New +$5.05M 0.03% 458

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

Resona Asset Management's WSO Position: Q2 2026 in Review

Resona Asset Management reduced its Watsco Inc (WSO) stake by 12% in Q2 2026, selling an estimated $547K and leaving 10,204 shares worth $4.24M. The position accounts for 0.02% of the portfolio, ranked #507.

Resona Asset Management first reported a position in WSO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.87M in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Resona Asset Management held 10,204 shares of Watsco Inc worth $4.24M as of Q2 2026.
  • Resona Asset Management sold 1,361 Watsco Inc shares in Q2 2026, an estimated $547K.
  • Watsco Inc made up 0.02% of Resona Asset Management's portfolio in Q2 2026, its #507 holding.
  • Resona Asset Management first reported a position in Watsco Inc in Q1 2024 and has held it in 10 quarters since.
  • Resona Asset Management's Watsco Inc position peaked at $5.87M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.