Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Watsco Inc WSO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$3.56M Sell
8,537
-3,363
-28% -$1.35M 0.01% 1066
2026
Q1 		$4.34M Buy
11,900
+2,255
+23% +$874K 0.01% 933
2025
Q4 		$3.28M Buy
9,645
+1,794
+23% +$641K 0.01% 1077
2025
Q3 		$3.17M Sell
7,851
-824
-9% -$352K 0.01% 1078
2025
Q2 		$3.83M Sell
8,675
-595
-6% -$276K 0.01% 934
2025
Q1 		$4.71M Buy
+9,270
New +$4.57M 0.01% 823

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WSO Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Watsco Inc (WSO) stake by 28% in Q2 2026, selling an estimated $1.35M and leaving 8,537 shares worth $3.56M. The position accounts for 0.01% of the portfolio, ranked #1066.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WSO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.71M in Q1 2025. 645 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 8,537 shares of Watsco Inc worth $3.56M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 3,363 Watsco Inc shares in Q2 2026, an estimated $1.35M.
  • Watsco Inc made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1066 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Watsco Inc in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Watsco Inc position peaked at $4.71M in Q1 2025.
  • 645 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.