Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Watsco Inc WSO Stock Holding History

Sumitomo Mitsui Trust Group’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 		$27.5M Sell
65,931
-4,002
-6% -$1.61M 0.02% 585
2026
Q1 		$25.4M Buy
69,933
+3,253
+5% +$1.26M 0.02% 590
2025
Q4 		$22.5M Sell
66,680
-3,227
-5% -$1.15M 0.01% 626
2025
Q3 		$28.3M Buy
69,907
+1,680
+2% +$718K 0.02% 600
2025
Q2 		$30.1M Buy
68,227
+7
+0% +$3.25K 0.02% 583
2025
Q1 		$34.7M Sell
68,220
-417
-0.6% -$206K 0.02% 539
2024
Q4 		$32.5M Buy
68,637
+3,879
+6% +$1.96M 0.02% 564
2024
Q3 		$31.9M Buy
64,758
+1,074
+2% +$516K 0.02% 574
2024
Q2 		$29.5M Sell
63,684
-7,614
-11% -$3.48M 0.02% 568
2024
Q1 		$30.8M Buy
71,298
+818
+1% +$329K 0.02% 625
2023
Q4 		$30.2M Sell
70,480
-1,097
-2% -$425K 0.02% 618
2023
Q3 		$27M Sell
71,577
-6,407
-8% -$2.32M 0.02% 621
2023
Q2 		$29.7M Buy
+77,984
New +$26.4M 0.02% 612
2022
Q2 		– Sell
-7,219
Closed -$2.2M – 1267
2022
Q1 		$2.2M Hold
7,219
– – ﹤0.01% 943
2021
Q4 		$2.26M Buy
+7,219
New +$2.14M ﹤0.01% 920

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WSO Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Watsco Inc (WSO) stake by 5.7% in Q2 2026, selling an estimated $1.61M and leaving 65,931 shares worth $27.5M. The position accounts for 0.02% of the portfolio, ranked #585.

Sumitomo Mitsui Trust Group first reported a position in WSO in Q4 2021 and has held it in 15 quarters since. The position peaked at $34.7M in Q1 2025. 428 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 65,931 shares of Watsco Inc worth $27.5M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 4,002 Watsco Inc shares in Q2 2026, an estimated $1.61M.
  • Watsco Inc made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #585 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Watsco Inc in Q4 2021 and has held it in 15 quarters since.
  • Sumitomo Mitsui Trust Group's Watsco Inc position peaked at $34.7M in Q1 2025.
  • 428 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.