Royal London Asset Management
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Royal London Asset Management’s Watsco Inc WSO Stock Holding History

Royal London 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 		$6.56M Hold
15,740
– – 0.01% 513
2026
Q1 		$5.73M Sell
15,740
-259
-2% -$100K 0.01% 531
2025
Q4 		$5.39M Hold
15,999
– – 0.01% 532
2025
Q3 		$6.47M Sell
15,999
-84
-0.5% -$35.9K 0.01% 512
2025
Q2 		$7.1M Hold
16,083
– – 0.02% 494
2025
Q1 		$8.17M Buy
16,083
+1,698
+12% +$837K 0.02% 473
2024
Q4 		$6.82M Hold
14,385
– – 0.02% 500
2024
Q3 		$7.08M Hold
14,385
– – 0.02% 499
2024
Q2 		$6.66M Sell
14,385
-19,661
-58% -$8.99M 0.02% 479
2024
Q1 		$14.7M Buy
34,046
+4,052
+14% +$1.63M 0.04% 336
2023
Q4 		$12.9M Buy
29,994
+3,339
+13% +$1.29M 0.04% 346
2023
Q3 		$10.1M Buy
26,655
+9,802
+58% +$3.54M 0.03% 360
2023
Q2 		$6.43M Buy
16,853
+10,694
+174% +$3.63M 0.02% 442
2023
Q1 		$1.96M Buy
6,159
+5,328
+641% +$1.57M 0.01% 605
2022
Q4 		$207K Buy
831
+100
+14% +$26.3K ﹤0.01% 662
2022
Q3 		$188K Hold
731
– – ﹤0.01% 649
2022
Q2 		$175K Hold
731
– – ﹤0.01% 654
2022
Q1 		$223K Sell
731
-500
-41% -$143K ﹤0.01% 657
2021
Q4 		$385K Hold
1,231
– – ﹤0.01% 640
2021
Q3 		$326K Hold
1,231
– – ﹤0.01% 654
2021
Q2 		$353K Buy
+1,231
New +$352K ﹤0.01% 655
2021
Q1 		– Sell
-1,731
Closed -$392K – 729
2020
Q4 		$392K Hold
1,731
– – ﹤0.01% 618
2020
Q3 		$402K Sell
1,731
-300
-15% -$67.6K ﹤0.01% 600
2020
Q2 		$354K Buy
2,031
+400
+25% +$66.2K ﹤0.01% 634
2020
Q1 		$254K Sell
1,631
-400
-20% -$67.5K ﹤0.01% 641
2019
Q4 		$367K Buy
+2,031
New +$357K ﹤0.01% 626

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 $3.37T AUM 44.26% 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

Royal London Asset Management's WSO Position: Q2 2026 in Review

Royal London Asset Management held its Watsco Inc (WSO) position steady in Q2 2026 at 15,740 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #513.

Royal London Asset Management first reported a position in WSO in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.7M in Q1 2024. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Royal London Asset Management held 15,740 shares of Watsco Inc worth $6.56M as of Q2 2026.
  • Royal London Asset Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.01% of Royal London Asset Management's portfolio in Q2 2026, its #513 holding.
  • Royal London Asset Management first reported a position in Watsco Inc in Q4 2019 and has held it in 26 quarters since.
  • Royal London Asset Management's Watsco Inc position peaked at $14.7M in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.