SouthState Corp’s Watsco Inc WSO Stock Holding History

SouthState Corp’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 Q1	–	Sell	-4	Closed	-$1.35K	–	1395
2025 Q4	$1.35K	Buy	+4	New	+$1.43K	﹤0.01%	1063
2025 Q3	–	Sell	-1	Closed	-$442	–	1635
2025 Q2	$442	Sell	1 -28	-97%	-$13K	﹤0.01%	1463
2025 Q1	$14.7K	Buy	29 +9	+45%	+$4.44K	﹤0.01%	750
2024 Q4	$9.48K	Buy	+20	New	+$10.1K	﹤0.01%	500

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SouthState Corp's WSO Position: Q1 2026 in Review

SouthState Corp sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 4 shares — an estimated $1.35K sold.

SouthState Corp first reported a position in WSO in Q4 2024 and held it in 4 quarters. The position peaked at $14.7K in Q1 2025. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

SouthState Corp reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
SouthState Corp sold 4 Watsco Inc shares in Q1 2026, an estimated $1.35K.
SouthState Corp first reported a position in Watsco Inc in Q4 2024 and held it in 4 quarters.
SouthState Corp's Watsco Inc position peaked at $14.7K in Q1 2025.
771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.