UBS Group’s Watsco Inc WSO Stock Holding History

UBS 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
2019 Q3	–	Sell	-28,400	Closed	-$4.64M	–	8291
2019 Q2	$4.64M	Buy	+28,400	New	+$4.46M	﹤0.01%	2386

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

UBS Group's WSO Position: Q2 2026 in Review

UBS Group reduced its Watsco Inc (WSO) stake by 0.81% in Q2 2026, selling an estimated $1.18M and leaving 360,182 shares worth $150M. The position accounts for 0.02% of the portfolio, ranked #843.

UBS Group first reported a position in WSO in Q4 2014 and has held it in 47 quarters since. 784 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

UBS Group held 360,182 shares of Watsco Inc worth $150M as of Q2 2026.
UBS Group sold 2,945 Watsco Inc shares in Q2 2026, an estimated $1.18M.
Watsco Inc made up 0.02% of UBS Group's portfolio in Q2 2026, its #843 holding.
UBS Group first reported a position in Watsco Inc in Q4 2014 and has held it in 47 quarters since.
784 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.