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 $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS Group's WSO Position: Q1 2026 in Review

UBS Group increased its Watsco Inc (WSO) stake by 94% in Q1 2026, buying an estimated $68.3M and bringing the position to 363,127 shares worth $132M. The position accounts for 0.02% of the portfolio, ranked #847.

UBS Group first reported a position in WSO in Q4 2014 and has held it in 46 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

UBS Group held 363,127 shares of Watsco Inc worth $132M as of Q1 2026.
UBS Group bought 176,252 Watsco Inc shares in Q1 2026, an estimated $68.3M.
Watsco Inc made up 0.02% of UBS Group's portfolio in Q1 2026, its #847 holding.
UBS Group first reported a position in Watsco Inc in Q4 2014 and has held it in 46 quarters since.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.