UniSuper Management’s Watsco Inc WSO Stock Holding History

UniSuper 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 Q3	$254K	Hold	838	–	–	﹤0.01%	619
2026 Q2	$349K	Buy	838 +238	+40%	+$95.7K	﹤0.01%	610
2026 Q1	$218K	Hold	600	–	–	﹤0.01%	651
2025 Q4	$202K	Hold	600	–	–	﹤0.01%	666
2025 Q3	$243K	Hold	600	–	–	﹤0.01%	662
2025 Q2	$265K	Sell	600 -100	-14%	-$46.4K	﹤0.01%	657
2025 Q1	$356K	Hold	700	–	–	﹤0.01%	636
2024 Q4	$332K	Sell	700 -100	-13%	-$50.6K	﹤0.01%	629
2024 Q3	$394K	Hold	800	–	–	﹤0.01%	658
2024 Q2	$371K	Buy	800 +300	+60%	+$137K	﹤0.01%	860
2024 Q1	$216K	Buy	500 +200	+67%	+$80.4K	﹤0.01%	922
2023 Q4	$129K	Hold	300	–	–	﹤0.01%	622
2023 Q3	$113K	Buy	300 +100	+50%	+$36.2K	﹤0.01%	565
2023 Q2	$76.3K	Buy	+200	New	+$67.8K	﹤0.01%	638

Other funds holding WSO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

UniSuper Management's WSO Position: Q3 2026 in Review

UniSuper Management held its Watsco Inc (WSO) position steady in Q3 2026 at 838 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

UniSuper Management first reported a position in WSO in Q2 2023 and has held it in 14 quarters since. The position peaked at $394K in Q3 2024. 638 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

UniSuper Management held 838 shares of Watsco Inc worth $254K as of Q3 2026.
UniSuper Management left its Watsco Inc share count unchanged in Q3 2026.
Watsco Inc made up ﹤0.01% of UniSuper Management's portfolio in Q3 2026, its #619 holding.
UniSuper Management first reported a position in Watsco Inc in Q2 2023 and has held it in 14 quarters since.
UniSuper Management's Watsco Inc position peaked at $394K in Q3 2024.
638 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on UniSuper Management's 13F filing for Q3 2026, filed 26 Oct 2026.