SLI
WSO icon

Sumitomo Life Insurance’s Watsco Inc WSO Stock Holding History

Sumitomo Life Insurance’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 		$181K Buy
497
+16
+3% +$6.2K ﹤0.01% 273
2025
Q4 		$162K Sell
481
-1,546
-76% -$552K ﹤0.01% 279
2025
Q3 		$820K Sell
2,027
-61
-3% -$26.1K 0.03% 201
2025
Q2 		$922K Buy
2,088
+735
+54% +$341K 0.06% 182
2025
Q1 		$688K Buy
+1,353
New +$667K 0.02% 223

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Life Insurance's WSO Position: Q1 2026 in Review

Sumitomo Life Insurance increased its Watsco Inc (WSO) stake by 3.3% in Q1 2026, buying an estimated $6.2K and bringing the position to 497 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Sumitomo Life Insurance first reported a position in WSO in Q1 2025 and has held it in 5 quarters since. The position peaked at $922K in Q2 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Sumitomo Life Insurance held 497 shares of Watsco Inc worth $181K as of Q1 2026.
  • Sumitomo Life Insurance bought 16 Watsco Inc shares in Q1 2026, an estimated $6.2K.
  • Watsco Inc made up ﹤0.01% of Sumitomo Life Insurance's portfolio in Q1 2026, its #273 holding.
  • Sumitomo Life Insurance first reported a position in Watsco Inc in Q1 2025 and has held it in 5 quarters since.
  • Sumitomo Life Insurance's Watsco Inc position peaked at $922K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.