VOYA Investment Management
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VOYA Investment Management’s Watsco Inc WSO Stock Holding History

VOYA Investment 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
Q1 		$2.22M Sell
6,107
-284
-4% -$110K ﹤0.01% 1132
2025
Q4 		$2.15M Sell
6,391
-1,200
-16% -$428K ﹤0.01% 1193
2025
Q3 		$3.07M Sell
7,591
-3,168
-29% -$1.35M ﹤0.01% 1061
2025
Q2 		$4.75M Sell
10,759
-5,459
-34% -$2.53M ﹤0.01% 976
2025
Q1 		$8.24M Buy
16,218
+3,045
+23% +$1.5M 0.01% 795
2024
Q4 		$6.24M Sell
13,173
-1,938
-13% -$981K 0.01% 896
2024
Q3 		$7.43M Sell
15,111
-802
-5% -$385K 0.01% 857
2024
Q2 		$7.37M Sell
15,913
-2,170
-12% -$992K 0.01% 852
2024
Q1 		$7.81M Sell
18,083
-567
-3% -$228K 0.01% 832
2023
Q4 		$7.99M Sell
18,650
-1,478
-7% -$573K 0.01% 826
2023
Q3 		$7.6M Buy
20,128
+442
+2% +$160K 0.01% 808
2023
Q2 		$7.51M Buy
19,686
+6,386
+48% +$2.17M 0.01% 840
2023
Q1 		$4.23M Buy
13,300
+326
+3% +$95.8K ﹤0.01% 1054
2022
Q4 		$3.24M Sell
12,974
-81
-0.6% -$21.3K ﹤0.01% 1144
2022
Q3 		$3.36M Sell
13,055
-291
-2% -$78.9K ﹤0.01% 1117
2022
Q2 		$3.19M Buy
13,346
+7,708
+137% +$2.03M 0.01% 921
2022
Q1 		$1.72M Buy
5,638
+51
+0.9% +$14.5K ﹤0.01% 1189
2021
Q4 		$1.75M Sell
5,587
-1,007
-15% -$298K ﹤0.01% 1229
2021
Q3 		$1.75M Sell
6,594
-34
-0.5% -$9.53K ﹤0.01% 1247
2021
Q2 		$1.9M Sell
6,628
-4,012
-38% -$1.15M ﹤0.01% 1231
2021
Q1 		$2.77M Sell
10,640
-5,734
-35% -$1.41M 0.01% 1044
2020
Q4 		$3.71M Sell
16,374
-848
-5% -$195K 0.01% 913
2020
Q3 		$4.01M Sell
17,222
-1,430
-8% -$322K 0.01% 814
2020
Q2 		$3.31M Buy
18,652
+11,339
+155% +$1.88M 0.01% 879
2020
Q1 		$1.16M Buy
7,313
+199
+3% +$33.6K ﹤0.01% 1164
2019
Q4 		$1.28M Sell
7,114
-1,157
-14% -$204K ﹤0.01% 1316
2019
Q3 		$1.4M Sell
8,271
-14,644
-64% -$2.37M ﹤0.01% 1172
2019
Q2 		$3.75M Buy
22,915
+993
+5% +$156K 0.01% 881
2019
Q1 		$3.14M Buy
21,922
+785
+4% +$113K 0.01% 921
2018
Q4 		$2.94M Sell
21,137
-1,406
-6% -$214K 0.01% 903
2018
Q3 		$4.01M Sell
22,543
-397
-2% -$70.1K 0.01% 892
2018
Q2 		$4.09M Buy
22,940
+1,968
+9% +$358K 0.01% 879
2018
Q1 		$3.79M Buy
20,972
+5,926
+39% +$1.03M 0.01% 882
2017
Q4 		$2.56M Sell
15,046
-438,847
-97% -$72.5M 0.01% 983
2017
Q3 		$73.1M Buy
453,893
+163,788
+56% +$24.7M 0.16% 143
2017
Q2 		$44.7M Buy
290,105
+73,934
+34% +$10.6M 0.1% 209
2017
Q1 		$31M Buy
216,171
+191,685
+783% +$28.7M 0.07% 276
2016
Q4 		$3.63M Sell
24,486
-15,568
-39% -$2.26M 0.01% 863
2016
Q3 		$5.64K Buy
40,054
+320
+0.8% +$45.8K 0.01% 762
2016
Q2 		$5.59M Buy
39,734
+13,749
+53% +$1.85M 0.01% 752
2016
Q1 		$3.5M Buy
25,985
+14,477
+126% +$1.76M 0.01% 852
2015
Q4 		$1.35M Sell
11,508
-307
-3% -$37.9K ﹤0.01% 1132
2015
Q3 		$1.4M Sell
11,815
-152
-1% -$18.9K ﹤0.01% 1139
2015
Q2 		$1.48M Buy
11,967
+451
+4% +$56.1K ﹤0.01% 1206
2015
Q1 		$1.45M Sell
11,516
-652
-5% -$74.8K ﹤0.01% 1244
2014
Q4 		$1.3M Sell
12,168
-2,093
-15% -$208K ﹤0.01% 1280
2014
Q3 		$1.23M Sell
14,261
-775
-5% -$71.7K ﹤0.01% 1315
2014
Q2 		$1.54M Sell
15,036
-2,701
-15% -$273K ﹤0.01% 1234
2014
Q1 		$1.77M Hold
17,737
– – ﹤0.01% 1162
2013
Q4 		$1.7M Hold
17,737
– – ﹤0.01% 1164
2013
Q3 		$1.67M Hold
17,737
– – ﹤0.01% 1168
2013
Q2 		$1.49M Buy
+17,737
New +$1.5M ﹤0.01% 1189

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VOYA Investment Management's WSO Position: Q1 2026 in Review

VOYA Investment Management reduced its Watsco Inc (WSO) stake by 4.4% in Q1 2026, selling an estimated $110K and leaving 6,107 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

VOYA Investment Management first reported a position in WSO in Q2 2013 and has held it in 52 quarters since. The position peaked at $73.1M in Q3 2017. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • VOYA Investment Management held 6,107 shares of Watsco Inc worth $2.22M as of Q1 2026.
  • VOYA Investment Management sold 284 Watsco Inc shares in Q1 2026, an estimated $110K.
  • Watsco Inc made up ﹤0.01% of VOYA Investment Management's portfolio in Q1 2026, its #1132 holding.
  • VOYA Investment Management first reported a position in Watsco Inc in Q2 2013 and has held it in 52 quarters since.
  • VOYA Investment Management's Watsco Inc position peaked at $73.1M in Q3 2017.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.