Swedbank
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Swedbank’s Watsco Inc WSO Stock Holding History

Swedbank’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 		$36.3M Buy
87,004
+28,790
+49% +$11.6M 0.03% 292
2026
Q1 		$21.2M Buy
58,214
+5,869
+11% +$2.27M 0.02% 364
2025
Q4 		$17.6M Sell
52,345
-32,047
-38% -$11.4M 0.02% 408
2025
Q3 		$34.1M Buy
84,392
+5,807
+7% +$2.48M 0.03% 280
2025
Q2 		$34.7M Buy
78,585
+2,854
+4% +$1.32M 0.04% 266
2025
Q1 		$38.5M Sell
75,731
-28,100
-27% -$13.9M 0.05% 229
2024
Q4 		$49.2M Sell
103,831
-69,956
-40% -$35.4M 0.06% 205
2024
Q3 		$85.5M Sell
173,787
-17,225
-9% -$8.28M 0.11% 151
2024
Q2 		$88.5M Sell
191,012
-18,989
-9% -$8.68M 0.12% 137
2024
Q1 		$90.7M Sell
210,001
-11,999
-5% -$4.82M 0.13% 142
2023
Q4 		$95.1M Sell
222,000
-55,030
-20% -$21.3M 0.15% 114
2023
Q3 		$105M Sell
277,030
-5,500
-2% -$1.99M 0.18% 106
2023
Q2 		$108M Sell
282,530
-12,470
-4% -$4.23M 0.18% 109
2023
Q1 		$93.9M Sell
295,000
-26,800
-8% -$7.87M 0.19% 107
2022
Q4 		$80.3M Buy
321,800
+33,600
+12% +$8.83M 0.18% 118
2022
Q3 		$74.2M Sell
288,200
-9,700
-3% -$2.63M 0.18% 118
2022
Q2 		$71.1M Sell
297,900
-55,200
-16% -$14.5M 0.16% 133
2022
Q1 		$108M Sell
353,100
-23,100
-6% -$6.59M 0.2% 107
2021
Q4 		$116M Buy
376,200
+37,200
+11% +$11M 0.19% 114
2021
Q3 		$89.7M Buy
339,000
+45,000
+15% +$12.6M 0.17% 126
2021
Q2 		$84.3M Buy
294,000
+5,000
+2% +$1.43M 0.16% 133
2021
Q1 		$75.4M Buy
+289,000
New +$71.3M 0.16% 134

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

Swedbank's WSO Position: Q2 2026 in Review

Swedbank increased its Watsco Inc (WSO) stake by 49% in Q2 2026, buying an estimated $11.6M and bringing the position to 87,004 shares worth $36.3M. The position accounts for 0.03% of the portfolio, ranked #292.

Swedbank first reported a position in WSO in Q1 2021 and has held it in 22 quarters since. The position peaked at $116M in Q4 2021. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Swedbank held 87,004 shares of Watsco Inc worth $36.3M as of Q2 2026.
  • Swedbank bought 28,790 Watsco Inc shares in Q2 2026, an estimated $11.6M.
  • Watsco Inc made up 0.03% of Swedbank's portfolio in Q2 2026, its #292 holding.
  • Swedbank first reported a position in Watsco Inc in Q1 2021 and has held it in 22 quarters since.
  • Swedbank's Watsco Inc position peaked at $116M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.