SMDAM
WSO icon

Sumitomo Mitsui DS Asset Management’s Watsco Inc WSO Stock Holding History

Sumitomo Mitsui DS 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
Q1 		$10.9M Buy
29,861
+16
+0.1% +$6.2K 0.09% 190
2025
Q4 		$10.1M Sell
29,845
-1,546
-5% -$552K 0.08% 198
2025
Q3 		$12.7M Sell
31,391
-74
-0.2% -$31.6K 0.1% 171
2025
Q2 		$13.9M Buy
31,465
+9,835
+45% +$4.56M 0.13% 149
2025
Q1 		$11M Buy
21,630
+18,434
+577% +$9.09M 0.11% 163
2024
Q4 		$1.51M Hold
3,196
– – 0.02% 550
2024
Q3 		$1.57M Hold
3,196
– – 0.02% 539
2024
Q2 		$1.48M Buy
3,196
+743
+30% +$340K 0.02% 524
2024
Q1 		$1.06M Sell
2,453
-12
-0.5% -$4.82K 0.01% 587
2023
Q4 		$1.06M Buy
2,465
+10
+0.4% +$3.87K 0.01% 598
2023
Q3 		$927K Sell
2,455
-12
-0.5% -$4.34K 0.01% 568
2023
Q2 		$941K Buy
+2,467
New +$837K 0.01% 577

Other funds holding WSO

BlackRock
BlackRock New York $5.7T 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