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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
Q2 		$207K Hold
497
– – ﹤0.01% 290
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 $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

Sumitomo Life Insurance's WSO Position: Q2 2026 in Review

Sumitomo Life Insurance held its Watsco Inc (WSO) position steady in Q2 2026 at 497 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Sumitomo Life Insurance first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $922K in Q2 2025. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Sumitomo Life Insurance held 497 shares of Watsco Inc worth $207K as of Q2 2026.
  • Sumitomo Life Insurance left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Sumitomo Life Insurance's portfolio in Q2 2026, its #290 holding.
  • Sumitomo Life Insurance first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • Sumitomo Life Insurance's Watsco Inc position peaked at $922K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.