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UM
UniSuper Management’s
Watsco Inc
WSO
Stock Holding History
UniSuper Management’s Portfolio
WSO Stock Details
WSO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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%
+$80.3K
﹤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
$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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