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SBI Okasan Asset Management’s Watsco Inc WSO Stock Holding History

SBI Okasan 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 		$739K Hold
1,800
– – 0.02% 171
2026
Q1 		$628K Hold
1,800
– – 0.03% 171
2025
Q4 		$628K Buy
+1,800
New +$643K 0.03% 171

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

SBI Okasan Asset Management's WSO Position: Q2 2026 in Review

SBI Okasan Asset Management held its Watsco Inc (WSO) position steady in Q2 2026 at 1,800 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #171.

SBI Okasan Asset Management first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • SBI Okasan Asset Management held 1,800 shares of Watsco Inc worth $739K as of Q2 2026.
  • SBI Okasan Asset Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.02% of SBI Okasan Asset Management's portfolio in Q2 2026, its #171 holding.
  • SBI Okasan Asset Management first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.