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 Q2	$11.3M	Sell	27,161 -2,700	-9%	-$1.09M	0.08%	197
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 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Sumitomo Mitsui DS Asset Management's WSO Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Watsco Inc (WSO) stake by 9% in Q2 2026, selling an estimated $1.09M and leaving 27,161 shares worth $11.3M. The position accounts for 0.08% of the portfolio, ranked #197.

Sumitomo Mitsui DS Asset Management first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.9M in Q2 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 27,161 shares of Watsco Inc worth $11.3M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 2,700 Watsco Inc shares in Q2 2026, an estimated $1.09M.
Watsco Inc made up 0.08% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #197 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
Sumitomo Mitsui DS Asset Management's Watsco Inc position peaked at $13.9M in Q2 2025.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.