Schroder Investment Management Group
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Schroder Investment Management Group’s Watsco Inc WSO Stock Holding History

Schroder Investment Management Group’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 		$633K Buy
1,519
+225
+17% +$90.4K ﹤0.01% 1065
2026
Q1 		$471K Buy
1,294
+238
+23% +$92.2K ﹤0.01% 1096
2025
Q4 		$356K Sell
1,056
-767
-42% -$274K ﹤0.01% 1087
2025
Q3 		$737K Sell
1,823
-804
-31% -$344K ﹤0.01% 1053
2025
Q2 		$1.16M Sell
2,627
-2,340
-47% -$1.09M ﹤0.01% 981
2025
Q1 		$2.49M Sell
4,967
-206
-4% -$102K ﹤0.01% 882
2024
Q4 		$2.46M Sell
5,173
-26,502
-84% -$13.4M ﹤0.01% 895
2024
Q3 		$15.7M Sell
31,675
-694
-2% -$334K 0.02% 583
2024
Q2 		$15M Sell
32,369
-655
-2% -$299K 0.02% 542
2024
Q1 		$14.3M Sell
33,024
-4,706
-12% -$1.89M 0.02% 575
2023
Q4 		$16.2M Sell
37,730
-44,081
-54% -$17.1M 0.02% 530
2023
Q3 		$30.9M Sell
81,811
-65,341
-44% -$23.6M 0.05% 354
2023
Q2 		$56.1M Sell
147,152
-13,873
-9% -$4.7M 0.08% 245
2023
Q1 		$51.2M Sell
161,025
-28,116
-15% -$8.26M 0.08% 263
2022
Q4 		$47.2M Sell
189,141
-32,412
-15% -$8.52M 0.07% 273
2022
Q3 		$57M Sell
221,553
-41,268
-16% -$11.2M 0.09% 220
2022
Q2 		$62.5M Buy
262,821
+142,292
+118% +$37.4M 0.1% 215
2022
Q1 		$37.1M Sell
120,529
-46,329
-28% -$13.2M 0.05% 347
2021
Q4 		$52.2M Buy
166,858
+5,549
+3% +$1.64M 0.07% 281
2021
Q3 		$42.7M Sell
161,309
-59,604
-27% -$16.7M 0.07% 313
2021
Q2 		$63.3M Buy
220,913
+210,043
+1,932% +$60.1M 0.08% 252
2021
Q1 		$2.83M Buy
10,870
+2,138
+24% +$527K ﹤0.01% 945
2020
Q4 		$1.98M Buy
+8,732
New +$2.01M ﹤0.01% 1000
2019
Q2 		– Sell
-37,200
Closed -$5.33M – 1266
2019
Q1 		$5.33M Sell
37,200
-9,500
-20% -$1.36M 0.01% 690
2018
Q4 		$6.5M Buy
+46,700
New +$7.12M 0.01% 632
2016
Q4 		– Sell
-400
Closed -$56K – 1197
2016
Q3 		$56K Buy
+400
New +$57.3K ﹤0.01% 1082
2015
Q2 		– Sell
-6,900
Closed -$855K – 1277
2015
Q1 		$855K Buy
+6,900
New +$792K ﹤0.01% 958

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

Schroder Investment Management Group's WSO Position: Q2 2026 in Review

Schroder Investment Management Group increased its Watsco Inc (WSO) stake by 17% in Q2 2026, buying an estimated $90.4K and bringing the position to 1,519 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Schroder Investment Management Group first reported a position in WSO in Q1 2015 and has held it in 27 quarters since. The position peaked at $63.3M in Q2 2021. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Schroder Investment Management Group held 1,519 shares of Watsco Inc worth $633K as of Q2 2026.
  • Schroder Investment Management Group bought 225 Watsco Inc shares in Q2 2026, an estimated $90.4K.
  • Watsco Inc made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1065 holding.
  • Schroder Investment Management Group first reported a position in Watsco Inc in Q1 2015 and has held it in 27 quarters since.
  • Schroder Investment Management Group's Watsco Inc position peaked at $63.3M in Q2 2021.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.