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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
Q2 		$547K Hold
1,312
– – 0.5% 71
2026
Q1 		$477K Buy
+1,312
New +$508K 0.49% 77

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Unified Investment Management's WSO Position: Q2 2026 in Review

Unified Investment Management held its Watsco Inc (WSO) position steady in Q2 2026 at 1,312 shares worth $547K. The position accounts for 0.5% of the portfolio, ranked #71.

Unified Investment Management first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Unified Investment Management held 1,312 shares of Watsco Inc worth $547K as of Q2 2026.
  • Unified Investment Management left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.5% of Unified Investment Management's portfolio in Q2 2026, its #71 holding.
  • Unified Investment Management first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.