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Univest Financial’s Watsco Inc WSO Stock Holding History

Univest Financial’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 		$1.92M Buy
4,601
+62
+1% +$24.9K 0.09% 120
2026
Q1 		$1.65M Buy
4,539
+178
+4% +$69K 0.09% 127
2025
Q4 		$1.47M Sell
4,361
-647
-13% -$231K 0.08% 136
2025
Q3 		$2.02M Sell
5,008
-278
-5% -$119K 0.11% 117
2025
Q2 		$2.33M Sell
5,286
-48
-0.9% -$22.3K 0.14% 105
2025
Q1 		$2.71M Buy
5,334
+406
+8% +$200K 0.18% 96
2024
Q4 		$2.34M Buy
4,928
+26
+0.5% +$13.2K 0.15% 109
2024
Q3 		$2.41M Buy
4,902
+4,283
+692% +$2.06M 0.16% 103
2024
Q2 		$287K Sell
619
-40
-6% -$18.3K 0.08% 108
2024
Q1 		$285K Sell
659
-40
-6% -$16.1K 0.08% 97
2023
Q4 		$300K Sell
699
-46
-6% -$17.8K 0.09% 93
2023
Q3 		$281K Sell
745
-57
-7% -$20.6K 0.09% 82
2023
Q2 		$306K Buy
+802
New +$272K 0.09% 79

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

Univest Financial's WSO Position: Q2 2026 in Review

Univest Financial increased its Watsco Inc (WSO) stake by 1.4% in Q2 2026, buying an estimated $24.9K and bringing the position to 4,601 shares worth $1.92M. The position accounts for 0.09% of the portfolio, ranked #120.

Univest Financial first reported a position in WSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.71M in Q1 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Univest Financial held 4,601 shares of Watsco Inc worth $1.92M as of Q2 2026.
  • Univest Financial bought 62 Watsco Inc shares in Q2 2026, an estimated $24.9K.
  • Watsco Inc made up 0.09% of Univest Financial's portfolio in Q2 2026, its #120 holding.
  • Univest Financial first reported a position in Watsco Inc in Q2 2023 and has held it in 13 quarters since.
  • Univest Financial's Watsco Inc position peaked at $2.71M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.