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Swiss Life Asset Management’s Watsco Inc WSO Stock Holding History

Swiss Life 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 		$3.08M Sell
7,379
-553
-7% -$222K 0.01% 532
2026
Q1 		$2.89M Buy
7,932
+1,861
+31% +$721K 0.01% 504
2025
Q4 		$2.05M Buy
6,071
+154
+3% +$55K 0.01% 558
2025
Q3 		$2.39M Sell
5,917
-531
-8% -$227K 0.01% 544
2025
Q2 		$2.85M Buy
6,448
+3,261
+102% +$1.51M 0.02% 495
2025
Q1 		$1.62M Buy
3,187
+967
+44% +$477K 0.01% 535
2024
Q4 		$1.05M Buy
2,220
+1,570
+242% +$795K 0.01% 581
2024
Q3 		$319K Buy
650
+27
+4% +$13K ﹤0.01% 586
2024
Q2 		$289K Sell
623
-208
-25% -$95.1K ﹤0.01% 538
2024
Q1 		$359K Sell
831
-747
-47% -$300K 0.01% 493
2023
Q4 		$678K Buy
+1,578
New +$611K 0.01% 526

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Swiss Life Asset Management's WSO Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Watsco Inc (WSO) stake by 7% in Q2 2026, selling an estimated $222K and leaving 7,379 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #532.

Swiss Life Asset Management first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Swiss Life Asset Management held 7,379 shares of Watsco Inc worth $3.08M as of Q2 2026.
  • Swiss Life Asset Management sold 553 Watsco Inc shares in Q2 2026, an estimated $222K.
  • Watsco Inc made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #532 holding.
  • Swiss Life Asset Management first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • 565 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.