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 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%	+$80.3K	﹤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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

UniSuper Management's WSO Position: Q2 2026 in Review

UniSuper Management increased its Watsco Inc (WSO) stake by 40% in Q2 2026, buying an estimated $95.7K and bringing the position to 838 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

UniSuper Management first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $394K in Q3 2024. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

UniSuper Management held 838 shares of Watsco Inc worth $349K as of Q2 2026.
UniSuper Management bought 238 Watsco Inc shares in Q2 2026, an estimated $95.7K.
Watsco Inc made up ﹤0.01% of UniSuper Management's portfolio in Q2 2026, its #610 holding.
UniSuper Management first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
UniSuper Management's Watsco Inc position peaked at $394K in Q3 2024.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.