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UMB Bank’s Watsco Inc WSO Stock Holding History

UMB Bank’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
Q1 		$1.11M Buy
3,048
+31
+1% +$12K 0.02% 342
2025
Q4 		$1.02M Sell
3,017
-822
-21% -$294K 0.01% 354
2025
Q3 		$1.55M Sell
3,839
-22
-0.6% -$9.41K 0.02% 270
2025
Q2 		$1.71M Buy
3,861
+23
+0.6% +$10.7K 0.03% 257
2025
Q1 		$1.95M Buy
3,838
+192
+5% +$94.6K 0.03% 235
2024
Q4 		$1.73M Buy
3,646
+62
+2% +$31.4K 0.03% 250
2024
Q3 		$1.76M Buy
3,584
+73
+2% +$35.1K 0.03% 256
2024
Q2 		$1.63M Sell
3,511
-90
-2% -$41.1K 0.03% 259
2024
Q1 		$1.56M Buy
3,601
+8
+0.2% +$3.21K 0.02% 268
2023
Q4 		$1.54M Sell
3,593
-1
-0% -$387 0.02% 283
2023
Q3 		$1.36M Sell
3,594
-7
-0.2% -$2.53K 0.02% 290
2023
Q2 		$1.37M Buy
3,601
+1
+0% +$339 0.02% 298
2023
Q1 		$1.15M Hold
3,600
– – 0.02% 313
2022
Q4 		$898K Buy
3,600
+120
+3% +$31.6K 0.01% 350
2022
Q3 		$895K Buy
3,480
+2,351
+208% +$637K 0.02% 358
2022
Q2 		$270K Hold
1,129
– – ﹤0.01% 566
2022
Q1 		$344K Sell
1,129
-8
-0.7% -$2.28K ﹤0.01% 542
2021
Q4 		$356K Sell
1,137
-1,002
-47% -$297K ﹤0.01% 553
2021
Q3 		$566K Sell
2,139
-1,062
-33% -$298K 0.01% 287
2021
Q2 		$918K Hold
3,201
– – 0.02% 239
2021
Q1 		$835K Hold
3,201
– – 0.02% 238
2020
Q4 		$725K Sell
3,201
-5
-0.2% -$1.15K 0.02% 245
2020
Q3 		$570K Hold
3,206
– – 0.02% 249
2020
Q2 		$570K Sell
3,206
-5
-0.2% -$827 0.02% 249
2020
Q1 		$507K Buy
+3,211
New +$542K 0.02% 245

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UMB Bank's WSO Position: Q1 2026 in Review

UMB Bank increased its Watsco Inc (WSO) stake by 1% in Q1 2026, buying an estimated $12K and bringing the position to 3,048 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #342.

UMB Bank first reported a position in WSO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.95M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • UMB Bank held 3,048 shares of Watsco Inc worth $1.11M as of Q1 2026.
  • UMB Bank bought 31 Watsco Inc shares in Q1 2026, an estimated $12K.
  • Watsco Inc made up 0.02% of UMB Bank's portfolio in Q1 2026, its #342 holding.
  • UMB Bank first reported a position in Watsco Inc in Q1 2020 and has held it in 25 quarters since.
  • UMB Bank's Watsco Inc position peaked at $1.95M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.