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 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 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

Univest Financial's WSO Position: Q1 2026 in Review

Univest Financial increased its Watsco Inc (WSO) stake by 4.1% in Q1 2026, buying an estimated $69K and bringing the position to 4,539 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #127.

Univest Financial first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.71M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Univest Financial held 4,539 shares of Watsco Inc worth $1.65M as of Q1 2026.
Univest Financial bought 178 Watsco Inc shares in Q1 2026, an estimated $69K.
Watsco Inc made up 0.09% of Univest Financial's portfolio in Q1 2026, its #127 holding.
Univest Financial first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
Univest Financial's Watsco Inc position peaked at $2.71M in Q1 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.