Unified Investment Management’s Watsco Inc WSO Stock Holding History

Unified Investment 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 Q1	$477K	Buy	+1,312	New	+$508K	0.49%	77

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

Unified Investment Management's WSO Position: Q1 2026 in Review

Unified Investment Management opened a new position in Watsco Inc (WSO) in Q1 2026: 1,312 shares worth $477K. The stake represents 0.49% of the portfolio and ranks #77 among its holdings.

767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Unified Investment Management held 1,312 shares of Watsco Inc worth $477K as of Q1 2026.
Watsco Inc was a new Unified Investment Management position in Q1 2026.
Watsco Inc made up 0.49% of Unified Investment Management's portfolio in Q1 2026, its #77 holding.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.